Compare · 3 funds side by side · dividends reinvested

BULD, JEPQ and JEPI

BULDPacer×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

BULD, 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%$46.0B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.9

Pacer BlueStar Engineering the Future ETFUnsorted0.49%0.90%+27.2%+21.2%+24.7%[…]−16.0%31.4%$9M2.1

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

End-of-day Nov 3, 2026 · returns include dividends · since: BULD 2022 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Pacer BlueStar Engineering the Future ETF · $9M[…]

BULD

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

BULDMeasureJEPQ

+27.2%Year to dateJan 1 → Nov 3+7.5%

+21.2%1 yearTotal return+8.6%

+24.7%3 years · per year$10,000 became $19,386 · $17,450+20.4%

[…]5 years · per year[…]

0.49%Expense ratio$49 · $35 a year on $10k · lower is better0.35%

0.90%Trailing 12-mo yield$90 · $1,228 a year on $10k12.28%

−16.0%Worst dropSmaller is better−8.8%

31.4%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

BULD vs JEPQ: Top 5 Holdings

Today

BULD

40.2%in top 5

JEPQ

in top 527.5%

BULDStockJEPQ

9.7%ADSKnot top 5

9.0%DSY.PAnot top 5

7.6%PRLBnot top 5

7.5%ASMLnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

6.5%PTCnot top 5

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

Held in common3.7%

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

BULD vs JEPQ Returns, Every Period

PacerBULD

+21.2%

past year

JEPQJ.P. Morgan

+8.6%

past year

BULDJEPQFaded: behind in that period

3–0BULD wins

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

Unsorted vs Income: BULD vs JEPQ

YTD

PacerBULD

+27.2%

JEPQJ.P. Morgan

+7.5%

+27.2%Year to date+7.5%

−16.0%Worst drop · 1Y−8.8%

31.4%Volatility · 1Y15.5%

0.9%Yield12.3%

$8.6MAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: BULD, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

BULD0.49%$49

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

Yields: BULD, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

BULD0.90%$90

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

BULD$90 − $49 = $41

KeptFee

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

Overlap: BULD, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

BULDJEPQJEPI

BULD—3.7%2.6%

JEPQ3.7%—26.6%

JEPI2.6%26.6%—

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

Return vs Bumpiness: 3 ETFs

+21.2%BULD, at 31.4% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

BULDWorst drop−16.0%31.4% vol

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

Paid More vs Made More

YTD

JEPQBULD

+7.5%Year to date+27.2%

12.3%Yield0.9%

+8.6%Past year+21.2%

0.35%Fee0.49%

2–2level

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