Compare · 3 funds side by side · dividends reinvested

BVAL, JEPQ and JEPI

BVALBluemonte×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

BVAL, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.16%+14.9%+17.8%[…][…]−6.7%10.7%$311M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: BVAL 2025 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Large Cap Value ETF · $311M[…]

BVAL

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

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

BVALMeasureJEPQ

+14.9%Year to dateJan 1 → Nov 6+3.2%

+17.8%1 yearTotal return+4.5%

[…]3 years · per year$10,000 became […] · $16,202+17.4%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $35 a year on $10k · lower is better0.35%

1.16%Trailing 12-mo yield$116 · $1,279 a year on $10k12.79%

−6.7%Worst dropSmaller is better−11.5%

10.7%VolatilityLower is calmer16.7%

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

5–1BVAL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BVAL vs JEPQ: Top 5 Holdings

Today

BVAL

99.2%in top 5

JEPQ

in top 528.9%

BVALStockJEPQ

33.9%SPYVnot top 5

29.4%SCHVnot top 5

21.2%VONVnot top 5

14.8%SPYMnot top 5

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

BVAL vs JEPQ Returns, Every Period

BluemonteBVAL

+17.8%

past year

JEPQJ.P. Morgan

+4.5%

past year

BVALJEPQFaded: behind in that period

2–0BVAL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: BVAL vs JEPQ

YTD

BluemonteBVAL

+14.9%

JEPQJ.P. Morgan

+3.2%

+14.9%Year to date+3.2%

−6.7%Worst drop · 1Y−11.5%

10.7%Volatility · 1Y16.7%

1.2%Yield12.8%

$311MAssets$40.7B

3–1BVAL wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BVAL, JEPQ, JEPI

Today

0.29%lowest, BVAL

FundExpense ratioFee$10k

BVAL0.29%$29

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BVAL, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

BVAL1.16%$116

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

BVAL$116 − $29 = $87

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BVAL, JEPQ, JEPI

Today

26.8%most shared, JEPQ and JEPI

BVALJEPQJEPI

BVAL—0.0%0.0%

JEPQ0.0%—26.8%

JEPI0.0%26.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.8%BVAL, at 10.7% volatility

JEPIWorst drop−6.7%8.8% vol

BVALWorst drop−6.7%10.7% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQBVAL

+3.2%Year to date+14.9%

12.8%Yield1.2%

+4.5%Past year+17.8%

0.35%Fee0.29%

3–1BVAL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026