Compare · 3 funds side by side · dividends reinvested

BOTZ, JEPQ and JEPI

BOTZGlobal 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

BOTZ, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.5

Global X - Robotics & Artificial Intelligence ETFThematic · AI & semis0.68%0.54%−10.7%−14.1%+13.3%−2.6%−22.6%26.6%$3.0B2.8

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: BOTZ 2016 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Robotics & Artificial Intelligence ETF · $3.0B$8,759

BOTZ

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 10.3% in common

BOTZMeasureJEPQ

−10.7%Year to dateJan 1 → Nov 3+7.5%

−14.1%1 yearTotal return+8.6%

+13.3%3 years · per year$10,000 became $14,559 · $17,450+20.4%

−2.6%5 years · per year$10,000 became $8,759 · […][…]

0.68%Expense ratio$68 · $35 a year on $10k · lower is better0.35%

0.54%Trailing 12-mo yield$54 · $1,228 a year on $10k12.28%

−22.6%Worst dropSmaller is better−8.8%

26.6%VolatilityLower is calmer15.5%

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

0–7JEPQ wins

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

More Ways to See the Pairs

BOTZ vs JEPQ: Top 5 Holdings

Today

BOTZ

42.5%in top 5

JEPQ

in top 527.5%

BOTZStockJEPQ

9.9%ISRGnot top 5

8.6%6861.Tnot top 5

8.6%6954.Tnot top 5

7.8%NVDA6.9%

7.7%ABBN.SWnot top 5

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

Held in common10.3%

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

BOTZ vs JEPQ Returns, Every Period

Global XBOTZ

−14.1%

past year

JEPQJ.P. Morgan

+8.6%

past year

BOTZJEPQFaded: behind in that period

0–3JEPQ wins

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

Thematic vs Income: BOTZ vs JEPQ

YTD

Global XBOTZ

−10.7%

JEPQJ.P. Morgan

+7.5%

−10.7%Year to date+7.5%

−22.6%Worst drop · 1Y−8.8%

26.6%Volatility · 1Y15.5%

0.5%Yield12.3%

$3.0BAssets$41.8B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: BOTZ, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

BOTZ0.68%$68

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

Yields: BOTZ, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

BOTZ0.54%$54

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

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

BOTZ$54 − $68 = −$14

KeptFee

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

Overlap: BOTZ, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

BOTZJEPQJEPI

BOTZ—10.3%4.7%

JEPQ10.3%—26.6%

JEPI4.7%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

BOTZWorst drop−22.6%26.6% vol

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

Paid More vs Made More

YTD

JEPQJEPI

+7.5%Year to date+7.0%

12.3%Yield8.0%

+8.6%Past year+9.8%

0.35%Fee0.35%

2–1JEPQ 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