Compare · 3 funds side by side · dividends reinvested

CATH, JEPQ and JEPI

CATHGlobal X×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,195CATH · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

CATH, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - S&P 500 Catholic Values ETFUS Stock Styles · Value0.29%0.76%+9.3%+9.2%+20.1%+10.1%−9.4%13.8%$1.4B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.3B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.6B2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: CATH 2016 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X - S&P 500 Catholic Values ETF · $1.4B$16,195

CATH

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 48.1% in common

CATH

More Ways to See the Pairs

CATH vs JEPQ: Top 5 Holdings

Today

CATH

28.0%in top 5

JEPQ

in top 527.3%

CATHStockJEPQ

8.3%AAPL7.2%

6.8%NVDA5.9%

6.2%MSFT5.6%

not top 5GOOG4.3%

4.0%AMZN

Cost, Income and Risk

Fees: CATH, JEPQ, JEPI

Today

0.29%lowest, CATH

FundExpense ratioFee$10k

CATH0.29%$29

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

JEPQ

+9.3%Year to dateJan 1 → Nov 13+6.7%

+9.2%1 yearTotal return+7.6%

+20.1%3 years · per year$10,000 became $17,316 · $16,188+17.4%

+10.1%5 years · per year$10,000 became $16,195 · […][…]

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

0.76%Trailing 12-mo yield$76 · $1,237 a year on $10k12.37%

−9.4%Worst dropSmaller is better−11.5%

13.8%VolatilityLower is calmer17.0%

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

6–1CATH wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.2%

2.6%AVGOnot top 5

Held in common48.1%

End-of-day Nov 13, 2026 · share of each fund

CATH vs JEPQ Returns, Every Period

1Y

Global XCATH

+9.2%

past year

JEPQJ.P. Morgan

+7.6%

past year

CATHJEPQFaded: behind in that period

3–0CATH wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CATH vs JEPQ

YTD

Global XCATH

+9.3%

JEPQJ.P. Morgan

+6.7%

+9.3%Year to date+6.7%

−9.4%Worst drop · 1Y−11.5%

13.8%Volatility · 1Y17.0%

0.8%Yield12.4%

$1.4BAssets$42.6B

3–1CATH wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: CATH, JEPQ, JEPI

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

CATH0.76%$76

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

JEPI$787 − $35 = $752

CATH$76 − $29 = $47

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CATH, JEPQ, JEPI

Today

48.1%most shared, CATH and JEPQ

CATHJEPQJEPI

CATH—48.1%34.2%

JEPQ48.1%—28.4%

JEPI34.2%28.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+9.6%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

CATHWorst drop−9.4%13.8% vol

JEPQWorst drop−11.5%17.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCATH

+6.7%Year to date+9.3%

12.4%Yield0.8%

+7.6%Past year+9.2%

0.35%Fee0.29%

3–1CATH wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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CATH, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: CATH, JEPQ, JEPI