Compare BLST and JEPQ

BLST 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%$41.8B1.4

Bluemonte Short Term Bond ETFBonds & Cash · Core aggregate0.28%3.96%+0.5%+1.2%[…][…]−2.3%2.4%$173M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: BLST 2025 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Bluemonte Short Term Bond ETF · $173M[…]

BLST

JEPQ

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

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

BLSTMeasureJEPQ

+0.5%Year to dateJan 1 → Nov 4+8.5%

+1.2%1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $17,406+20.3%

[…]5 years · per year[…]

0.28%Expense ratio$28 · $35 a year on $10k · lower is better0.35%

3.96%Trailing 12-mo yield$396 · $1,217 a year on $10k12.17%

−2.3%Worst dropSmaller is better−8.8%

2.4%VolatilityLower is calmer15.5%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BLST vs JEPQ: Top 5 Holdings

Today

BLST

99.4%in top 5

JEPQ

in top 527.9%

BLSTStockJEPQ

54.8%BSVnot top 5

24.8%BKAGnot top 5

19.9%VCSHnot top 5

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

Held in common0.0%

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

BLST vs JEPQ Returns, Every Period

1Y

BluemonteBLST

+1.2%

past year

JEPQJ.P. Morgan

+9.3%

past year

BLSTJEPQFaded: behind in that period

0–2JEPQ wins

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

Bonds vs Income: BLST vs JEPQ

YTD

BluemonteBLST

+0.5%

JEPQJ.P. Morgan

+8.5%

+0.5%Year to date+8.5%

−2.3%Worst drop · 1Y−8.8%

2.4%Volatility · 1Y15.5%

4.0%Yield12.2%

$173MAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: BLST, JEPQ

Today

0.28%lowest, BLST

FundExpense ratioFee$10k

BLST0.28%$28

JEPQ0.35%$35

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

Yields: BLST, JEPQ

1Y

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

BLST3.96%$396

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

Income After Fees on $10,000

1Y

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

BLST$396 − $28 = $368

KeptFee

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

Overlap: BLST, JEPQ

Today

0.0%most shared, BLST and JEPQ

BLSTJEPQ

BLST—0.0%

JEPQ0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+9.3%JEPQ, at 15.5% volatility

BLSTWorst drop−2.3%2.4% 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

JEPQBLST

+8.5%Year to date+0.5%

12.2%Yield4.0%

+9.3%Past year+1.2%

0.35%Fee0.28%

3–1JEPQ wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026