Compare · 3 funds side by side · dividends reinvested

BITS, JEPQ and JEPI

BITSGlobal X×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,322JEPI · best of the three

02 / 04

BITS, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.7

Global X - Blockchain & Bitcoin Strategy ETFCrypto · Spot bitcoin0.65%25.55%−10.9%−36.7%+38.4%[…]−44.3%54.4%$21M2.4

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: BITS 2021 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Blockchain & Bitcoin Strategy ETF · $21M[…]

BITS

JEPQ

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

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

BITSMeasureJEPQ

−10.9%Year to dateJan 1 → Nov 3+7.5%

−36.7%1 yearTotal return+8.6%

+38.4%3 years · per year$10,000 became $26,494 · $17,450+20.4%

[…]5 years · per year[…]

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

25.55%Trailing 12-mo yield$2,555 · $1,228 a year on $10k12.28%

−44.3%Worst dropSmaller is better−8.8%

54.4%VolatilityLower is calmer15.5%

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

2–5JEPQ wins

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

More Ways to See the Pairs

BITS vs JEPQ: Top 5 Holdings

Today

BITS

54.7%in top 5

JEPQ

in top 527.5%

BITSStockJEPQ

29.2%BKCHnot top 5

25.5%CLIPnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

Held in common0.0%

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

BITS vs JEPQ Returns, Every Period

Global XBITS

−36.7%

past year

JEPQJ.P. Morgan

+8.6%

past year

BITSJEPQFaded: behind in that period

1–2JEPQ wins

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

Crypto vs Income: BITS vs JEPQ

YTD

Global XBITS

−10.9%

JEPQJ.P. Morgan

+7.5%

−10.9%Year to date+7.5%

−44.3%Worst drop · 1Y−8.8%

54.4%Volatility · 1Y15.5%

25.5%Yield12.3%

$20.6MAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: BITS, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

BITS0.65%$65

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

Yields: BITS, JEPQ, JEPI

25.55%highest, BITS

FundTrailing yieldYield$10k

BITS25.55%$2,555

JEPQ12.28%$1,228

JEPI7.96%$796

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

Income After Fees on $10,000

$2,490most kept, BITS

BITS$2,555 − $65 = $2,490

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

KeptFee

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

Overlap: BITS, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

BITSJEPQJEPI

BITS—0.0%0.0%

JEPQ0.0%—26.6%

JEPI0.0%26.6%—

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

Return vs Bumpiness: 3 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

BITSWorst drop−44.3%54.4% vol

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

Paid More vs Made More

YTD

BITSJEPQ

−10.9%Year to date+7.5%

25.5%Yield12.3%

−36.7%Past year+8.6%

0.65%Fee0.35%

3–1JEPQ 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