Compare · 2 funds side by side · dividends reinvested

BFOR and JEPQ

BFORALPS×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,209BFOR · best of the two

02 / 04

BFOR and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.4

ALPS ETF Trust - Barron's 400 ETFUnsorted0.65%0.54%+9.8%+15.0%+19.8%+8.7%−9.0%14.6%$244M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BFOR 2013 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

ALPS ETF Trust - Barron's 400 ETF · $244M$15,209

BFOR

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 7.1% in common

BFORMeasureJEPQ

+9.8%Year to dateJan 1 → Nov 5+8.5%

+15.0%1 yearTotal return+9.3%

+19.8%3 years · per year$10,000 became $17,212 · $17,406+20.3%

+8.7%5 years · per year$10,000 became $15,209 · […][…]

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

0.54%Trailing 12-mo yield$54 · $1,217 a year on $10k12.17%

−9.0%Worst dropSmaller is better−8.8%

14.6%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

BFOR vs JEPQ: Top 5 Holdings

Today

BFOR

1.9%in top 5

JEPQ

in top 528.3%

BFORStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

0.4%CDNAnot top 5

0.4%CRCTnot top 5

0.4%FIGSnot top 5

0.4%PTCnot top 5

0.4%CROXnot top 5

Held in common7.1%

End-of-day Nov 5, 2026 · share of each fund

BFOR vs JEPQ Returns, Every Period

ALPSBFOR

+15.0%

past year

JEPQJ.P. Morgan

+9.3%

past year

BFORJEPQFaded: behind in that period

2–1BFOR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: BFOR vs JEPQ

YTD

ALPSBFOR

+9.8%

JEPQJ.P. Morgan

+8.5%

+9.8%Year to date+8.5%

−9.0%Worst drop · 1Y−8.8%

14.6%Volatility · 1Y15.5%

0.5%Yield12.2%

$244MAssets$42.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BFOR, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

BFOR0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BFOR, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

BFOR0.54%$54

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

BFOR$54 − $65 = −$11

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BFOR, JEPQ

Today

7.1%most shared, BFOR and JEPQ

BFORJEPQ

BFOR—7.1%

JEPQ7.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.0%BFOR, at 14.6% volatility

BFORWorst drop−9.0%14.6% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQBFOR

+8.5%Year to date+9.8%

12.2%Yield0.5%

+9.3%Past year+15.0%

0.35%Fee0.65%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026