Compare · 3 funds side by side · dividends reinvested

BDVL, JEPQ and JEPI

BDVLiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,519JEPI · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

BDVL, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.0B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.1B2.1

iShares Disciplined Volatility Equity Active ETFUnsorted0.40%3.44%+8.2%+8.5%[…][…]−7.7%10.0%$1.8B2.2

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

End-of-day Nov 13, 2026 · returns include dividends · since: BDVL 2017 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Disciplined Volatility Equity Active ETF · $1.8B[…]

BDVL

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 18.8% in common

BDVL

More Ways to See the Pairs

BDVL vs JEPQ: Top 5 Holdings

Today

BDVL

8.8%in top 5

JEPQ

in top 527.3%

BDVLStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

2.1%MSFT5.6%

1.2%GOOG4.3%

1.6%AMZN

Cost, Income and Risk

Fees: BDVL, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

BDVL0.40%$40

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

JEPQ

+8.2%Year to dateJan 1 → Nov 13+6.7%

+8.5%1 yearTotal return+7.6%

[…]3 years · per year$10,000 became […] · $16,188+17.4%

[…]5 years · per year[…]

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

3.44%Trailing 12-mo yield$344 · $1,237 a year on $10k12.37%

−7.7%Worst dropSmaller is better−11.5%

10.0%VolatilityLower is calmer17.0%

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

4–2BDVL wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.2%

2.0%MAnot top 5

1.9%ASML.ASnot top 5

Held in common18.8%

End-of-day Nov 13, 2026 · share of each fund

BDVL vs JEPQ Returns, Every Period

1Y

iSharesBDVL

+8.5%

past year

JEPQJ.P. Morgan

+7.6%

past year

BDVLJEPQFaded: behind in that period

2–0BDVL wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: BDVL vs JEPQ

YTD

iSharesBDVL

+8.2%

JEPQJ.P. Morgan

+6.7%

+8.2%Year to date+6.7%

−7.7%Worst drop · 1Y−11.5%

10.0%Volatility · 1Y17.0%

3.4%Yield12.4%

$1.8BAssets$42.1B

3–1BDVL wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: BDVL, JEPQ, JEPI

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

BDVL3.44%$344

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

JEPI$787 − $35 = $752

BDVL$344 − $40 = $304

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: BDVL, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

BDVLJEPQJEPI

BDVL—18.8%27.3%

JEPQ18.8%—28.4%

JEPI27.3%28.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+9.6%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

BDVLWorst drop−7.7%10.0% vol

JEPQWorst drop−11.5%17.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQBDVL

+6.7%Year to date+8.2%

12.4%Yield3.4%

+7.6%Past year+8.5%

0.35%Fee0.40%

2–2level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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BDVL, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: BDVL, JEPQ, JEPI