Compare · 3 funds side by side · dividends reinvested

CBLS, JEPQ and JEPI

CBLSChangebridge×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

CBLS, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.6

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.90%−0.1%−1.3%+14.0%+1.3%−21.2%19.9%$31M2.8

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Clough Hedged Equity ETF · $31M$10,693

CBLS

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 15.1% in common

CBLSMeasureJEPQ

−0.1%Year to dateJan 1 → Nov 6+3.2%

−1.3%1 yearTotal return+4.5%

+14.0%3 years · per year$10,000 became $14,811 · $16,202+17.4%

+1.3%5 years · per year$10,000 became $10,693 · […][…]

1.89%Expense ratio$189 · $35 a year on $10k · lower is better0.35%

0.90%Trailing 12-mo yield$90 · $1,279 a year on $10k12.79%

−21.2%Worst dropSmaller is better−11.5%

19.9%VolatilityLower is calmer16.7%

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

0–7JEPQ wins

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

More Ways to See the Pairs

CBLS vs JEPQ: Top 5 Holdings

Today

CBLS

14.9%in top 5

JEPQ

in top 528.9%

CBLSStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

3.3%ROLnot top 5

3.2%SNnot top 5

2.9%CMGnot top 5

2.8%UNHnot top 5

2.7%PHMnot top 5

Held in common15.1%

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

CBLS vs JEPQ Returns, Every Period

ChangebridgeCBLS

−1.3%

past year

JEPQJ.P. Morgan

+4.5%

past year

CBLSJEPQFaded: behind in that period

0–3JEPQ wins

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

Defined Outcome vs Income: CBLS vs JEPQ

YTD

ChangebridgeCBLS

−0.1%

JEPQJ.P. Morgan

+3.2%

−0.1%Year to date+3.2%

−21.2%Worst drop · 1Y−11.5%

19.9%Volatility · 1Y16.7%

0.9%Yield12.8%

$30.8MAssets$40.7B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: CBLS, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

CBLS1.89%$189

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

Yields: CBLS, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

CBLS0.90%$90

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

CBLS$90 − $189 = −$99

KeptFee

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

Overlap: CBLS, JEPQ, JEPI

Today

26.8%most shared, JEPQ and JEPI

CBLSJEPQJEPI

CBLS—15.1%14.3%

JEPQ15.1%—26.8%

JEPI14.3%26.8%—

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

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−11.5%16.7% vol

CBLSWorst drop−21.2%19.9% vol

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

Paid More vs Made More

YTD

JEPQJEPI

+3.2%Year to date+5.3%

12.8%Yield8.1%

+4.5%Past year+8.2%

0.35%Fee0.35%

2–1JEPI 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