Compare · 3 funds side by side · dividends reinvested

BBUS, JEPQ and JEPI

BBUSJ.P. Morgan×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,329BBUS · best of the three

02 / 04

BBUS, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders U.S. Equity ETFUS Stock Styles · Large cap0.02%1.01%+11.0%+11.1%+23.9%+11.6%−9.2%12.9%$9.6B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BBUS 2019 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders U.S. Equity ETF · $9.6B$17,329

BBUS

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 49.6% in common

BBUSMeasureJEPQ

+11.0%Year to dateJan 1 → Nov 3+7.5%

+11.1%1 yearTotal return+8.6%

+23.9%3 years · per year$10,000 became $19,039 · $17,450+20.4%

+11.6%5 years · per year$10,000 became $17,329 · […][…]

0.02%Expense ratio$2 · $35 a year on $10k · lower is better0.35%

1.01%Trailing 12-mo yield$101 · $1,228 a year on $10k12.28%

−9.2%Worst dropSmaller is better−8.8%

12.9%VolatilityLower is calmer15.5%

BBUSJEPQ Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2BBUS wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBUS vs JEPQ: Top 5 Holdings

Today

BBUS

27.0%in top 5

JEPQ

in top 527.5%

BBUSStockJEPQ

7.7%AAPL6.9%

7.3%NVDA6.9%

5.9%MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

3.6%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common49.6%

End-of-day Nov 3, 2026 · share of each fund

BBUS vs JEPQ Returns, Every Period

J.P. MorganBBUS

+11.1%

past year

JEPQJ.P. Morgan

+8.6%

past year

BBUSJEPQFaded: behind in that period

3–0BBUS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: BBUS vs JEPQ

YTD

J.P. MorganBBUS

+11.0%

JEPQJ.P. Morgan

+7.5%

+11.0%Year to date+7.5%

−9.2%Worst drop · 1Y−8.8%

12.9%Volatility · 1Y15.5%

1.0%Yield12.3%

$9.6BAssets$41.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBUS, JEPQ, JEPI

Today

0.02%lowest, BBUS

FundExpense ratioFee$10k

BBUS0.02%$2

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BBUS, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

BBUS1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

BBUS$101 − $2 = $99

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BBUS, JEPQ, JEPI

Today

49.6%most shared, BBUS and JEPQ

BBUSJEPQJEPI

BBUS—49.6%38.5%

JEPQ49.6%—26.6%

JEPI38.5%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.1%BBUS, at 12.9% volatility

JEPIWorst drop−6.7%7.9% vol

BBUSWorst drop−9.2%12.9% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQBBUS

+7.5%Year to date+11.0%

12.3%Yield1.0%

+8.6%Past year+11.1%

0.35%Fee0.02%

3–1BBUS wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026