Compare · 3 funds side by side · dividends reinvested

BFOR, JEPQ and JEPI

BFORALPS×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,188BFOR · best of the three

02 / 04

BFOR, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.8

ALPS ETF Trust - Barron's 400 ETFUnsorted0.65%0.52%+14.9%+19.0%+22.0%+10.1%−9.0%13.9%$244M1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: BFOR 2013 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ALPS ETF Trust - Barron's 400 ETF · $244M$16,188

BFOR

JEPQ

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

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

BFORMeasureJEPQ

+14.9%Year to dateJan 1 → Nov 4+8.5%

+19.0%1 yearTotal return+9.3%

+22.0%3 years · per year$10,000 became $18,137 · $17,406+20.3%

+10.1%5 years · per year$10,000 became $16,188 · […][…]

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

0.52%Trailing 12-mo yield$52 · $1,217 a year on $10k12.17%

−9.0%Worst dropSmaller is better−8.8%

13.9%VolatilityLower is calmer15.5%

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

4–3BFOR wins

End-of-day Nov 4, 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

1.8%in top 5

JEPQ

in top 527.9%

BFORStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

0.4%CDNAnot top 5

0.4%FIGSnot top 5

0.4%PTCnot top 5

0.3%OSPNnot top 5

0.3%CROXnot top 5

Held in common7.1%

End-of-day Nov 4, 2026 · share of each fund

BFOR vs JEPQ Returns, Every Period

ALPSBFOR

+19.0%

past year

JEPQJ.P. Morgan

+9.3%

past year

BFORJEPQFaded: behind in that period

3–0BFOR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: BFOR vs JEPQ

YTD

ALPSBFOR

+14.9%

JEPQJ.P. Morgan

+8.5%

+14.9%Year to date+8.5%

−9.0%Worst drop · 1Y−8.8%

13.9%Volatility · 1Y15.5%

0.5%Yield12.2%

$244MAssets$42.1B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BFOR, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

BFOR0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BFOR, JEPQ, JEPI

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

JEPI7.83%$783

BFOR0.52%$52

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

JEPI$783 − $35 = $748

BFOR$52 − $65 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BFOR, JEPQ, JEPI

Today

27.0%most shared, JEPQ and JEPI

BFORJEPQJEPI

BFOR—7.1%9.8%

JEPQ7.1%—27.0%

JEPI9.8%27.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.0%BFOR, at 13.9% volatility

JEPIWorst drop−6.7%8.1% vol

BFORWorst drop−9.0%13.9% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQBFOR

+8.5%Year to date+14.9%

12.2%Yield0.5%

+9.3%Past year+19.0%

0.35%Fee0.65%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026