Compare · 3 funds side by side · dividends reinvested

BCDF, JEPQ and JEPI

BCDFHorizon Kinetics×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

BCDF, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.6

Horizon Kinetics Blockchain Development ETFUnsorted0.85%2.30%+10.0%+9.6%+18.2%[…]−14.0%14.8%$24M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: BCDF 2022 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Kinetics Blockchain Development ETF · $24M[…]

BCDF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BCDFMeasureJEPQ

+10.0%Year to dateJan 1 → Nov 6+3.2%

+9.6%1 yearTotal return+4.5%

+18.2%3 years · per year$10,000 became $16,500 · $16,202+17.4%

[…]5 years · per year[…]

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

2.30%Trailing 12-mo yield$230 · $1,279 a year on $10k12.79%

−14.0%Worst dropSmaller is better−11.5%

14.8%VolatilityLower is calmer16.7%

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

4–3BCDF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BCDF vs JEPQ: Top 5 Holdings

Today

BCDF

32.2%in top 5

JEPQ

in top 528.9%

BCDFStockJEPQ

8.5%CBOEnot top 5

not top 5AAPL7.4%

not top 5NVDA6.6%

6.3%URB-A.TOnot top 5

6.1%X.TOnot top 5

not top 5MSFT6.1%

5.8%DB1.DEnot top 5

5.5%NDAQnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

BCDF vs JEPQ Returns, Every Period

Horizon KineticsBCDF

+9.6%

past year

JEPQJ.P. Morgan

+4.5%

past year

BCDFJEPQFaded: behind in that period

3–0BCDF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: BCDF vs JEPQ

YTD

Horizon KineticsBCDF

+10.0%

JEPQJ.P. Morgan

+3.2%

+10.0%Year to date+3.2%

−14.0%Worst drop · 1Y−11.5%

14.8%Volatility · 1Y16.7%

2.3%Yield12.8%

$24.3MAssets$42.6B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BCDF, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

BCDF0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BCDF, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

BCDF2.30%$230

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

BCDF$230 − $85 = $145

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BCDF, JEPQ, JEPI

Today

26.8%most shared, JEPQ and JEPI

BCDFJEPQJEPI

BCDF—0.0%0.2%

JEPQ0.0%—26.8%

JEPI0.2%26.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.6%BCDF, at 14.8% volatility

JEPIWorst drop−6.7%8.8% vol

BCDFWorst drop−14.0%14.8% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQBCDF

+3.2%Year to date+10.0%

12.8%Yield2.3%

+4.5%Past year+9.6%

0.35%Fee0.85%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026