Compare · 3 funds side by side · dividends reinvested

CALF, JEPQ and JEPI

CALFPacer×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,459CALF · best of the three

02 / 04

CALF, 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%$41.8B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

Pacer US Small Cap Cash Cows ETFUS Stock Styles · Small cap0.59%1.10%+31.3%+35.3%+15.2%+7.7%−7.9%15.8%$3.9B2.0

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: CALF 2017 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Pacer US Small Cap Cash Cows ETF · $3.9B$14,459

CALF

JEPQ

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

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

CALFMeasureJEPQ

+31.3%Year to dateJan 1 → Nov 3+7.5%

+35.3%1 yearTotal return+8.6%

+15.2%3 years · per year$10,000 became $15,278 · $17,450+20.4%

+7.7%5 years · per year$10,000 became $14,459 · […][…]

0.59%Expense ratio$59 · $35 a year on $10k · lower is better0.35%

1.10%Trailing 12-mo yield$110 · $1,228 a year on $10k12.28%

−7.9%Worst dropSmaller is better−8.8%

15.8%VolatilityLower is calmer15.5%

CALFJEPQ 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

CALF vs JEPQ: Top 5 Holdings

Today

CALF

10.3%in top 5

JEPQ

in top 527.5%

CALFStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

2.2%SUNBnot top 5

2.1%CTSHnot top 5

2.0%EXPEnot top 5

2.0%OMCnot top 5

1.9%THCnot top 5

Held in common0.0%

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

CALF vs JEPQ Returns, Every Period

PacerCALF

+35.3%

past year

JEPQJ.P. Morgan

+8.6%

past year

CALFJEPQFaded: behind in that period

2–1CALF wins

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

Stocks vs Income: CALF vs JEPQ

YTD

PacerCALF

+31.3%

JEPQJ.P. Morgan

+7.5%

+31.3%Year to date+7.5%

−7.9%Worst drop · 1Y−8.8%

15.8%Volatility · 1Y15.5%

1.1%Yield12.3%

$3.9BAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: CALF, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

CALF0.59%$59

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

Yields: CALF, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

CALF1.10%$110

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

CALF$110 − $59 = $51

KeptFee

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

Overlap: CALF, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

CALFJEPQJEPI

CALF—0.0%0.2%

JEPQ0.0%—26.6%

JEPI0.2%26.6%—

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

Return vs Bumpiness: 3 ETFs

+35.3%CALF, at 15.8% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

CALFWorst drop−7.9%15.8% vol

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

Paid More vs Made More

YTD

JEPQCALF

+7.5%Year to date+31.3%

12.3%Yield1.1%

+8.6%Past year+35.3%

0.35%Fee0.59%

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