Compare · 2 funds side by side · dividends reinvested

CBTY and JEPQ

CBTYCalamos×JEPQJ.P. Morgan×

Versus in desk

Story of the two · CostLowest cost

01 / 03

IWD+0.0%

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Portfolio

Story of the two · RiskSmallest drop

CBTY and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B1.1

Calamos Bitcoin 80 Series Structured Alt Protection ETF - JulyCrypto · Spot bitcoin0.69%1.52%−3.2%−12.0%[…][…]−21.2%15.4%$5M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: CBTY 2025 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Calamos Bitcoin 80 Series Structured Alt Protection ETF - July · $5M[…]

CBTY

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

$10,000 five years ago, dividends reinvested

CBTYMeasureJEPQ

−3.2%

More Ways to See the Pairs

CBTY vs JEPQ: Top 5 Holdings

Today

CBTY

[…]in top 5

JEPQ

in top 528.0%

CBTYStockJEPQ

not top 5AAPL7.2%

not top 5NVDA6.2%

not top 5MSFT6.0%

not top 5AMZN4.3%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: CBTY, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

CBTY0.69%$69

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

Yields: CBTY, JEPQ

1Y

12.45%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+6.0%

−12.0%1 yearTotal return+8.8%

[…]3 years · per year$10,000 became […] · $16,284+17.6%

[…]5 years · per year[…]

0.69%Expense ratio$69 · $35 a year on $10k · lower is better0.35%

1.52%Trailing 12-mo yield$152 · $1,245 a year on $10k12.45%

−21.2%Worst dropSmaller is better−11.5%

15.4%VolatilityLower is calmer16.9%

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

1–5JEPQ wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

CBTY vs JEPQ Returns, Every Period

1Y

CalamosCBTY

−12.0%

past year

JEPQJ.P. Morgan

+8.8%

past year

CBTYJEPQFaded: behind in that period

0–2JEPQ wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Crypto vs Income: CBTY vs JEPQ

YTD

CalamosCBTY

−3.2%

JEPQJ.P. Morgan

+6.0%

−3.2%Year to date+6.0%

−21.2%Worst drop · 1Y−11.5%

15.4%Volatility · 1Y16.9%

1.5%Yield12.4%

$5.4MAssets$42.0B

3–1JEPQ wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPQ12.45%$1,245

CBTY1.52%$152

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

CBTY$152 − $69 = $83

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CBTY, JEPQ

Today

[…]holdings […]

CBTYJEPQ

CBTY—[…]

JEPQ[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+8.8%JEPQ, at 16.9% volatility

CBTYWorst drop−21.2%15.4% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCBTY

+6.0%Year to date−3.2%

12.4%Yield1.5%

+8.8%Past year−12.0%

0.35%Fee0.69%

4–0JEPQ wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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CBTY and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two