Compare · 3 funds side by side · dividends reinvested

CEPI, JEPQ and JEPI

CEPIRexshares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,322JEPI · best of the three

02 / 04

CEPI, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.7

REX Crypto Equity Premium Income ETFThematic Income · A basket0.85%47.76%+12.6%−0.8%[…][…]−21.0%30.3%$112M2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: CEPI 2024 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

REX Crypto Equity Premium Income ETF · $112M[…]

CEPI

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 15.4% in common

CEPIMeasureJEPQ

+12.6%Year to dateJan 1 → Nov 3+7.5%

−0.8%1 yearTotal return+8.6%

[…]3 years · per year$10,000 became […] · $17,450+20.4%

[…]5 years · per year[…]

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

47.76%Trailing 12-mo yield$4,776 · $1,228 a year on $10k12.28%

−21.0%Worst dropSmaller is better−8.8%

30.3%VolatilityLower is calmer15.5%

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

2–4JEPQ wins

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

More Ways to See the Pairs

CEPI vs JEPQ: Top 5 Holdings

Today

CEPI

32.3%in top 5

JEPQ

in top 527.5%

CEPIStockJEPQ

7.1%MAnot top 5

7.1%Vnot top 5

5.2%NVDA6.9%

not top 5AAPL6.9%

6.5%TSLAnot top 5

6.4%PYPLnot top 5

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

Held in common15.4%

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

CEPI vs JEPQ Returns, Every Period

RexsharesCEPI

−0.8%

past year

JEPQJ.P. Morgan

+8.6%

past year

CEPIJEPQFaded: behind in that period

1–1Level

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

CEPI vs JEPQ

YTD

RexsharesCEPI

+12.6%

JEPQJ.P. Morgan

+7.5%

+12.6%Year to date+7.5%

−21.0%Worst drop · 1Y−8.8%

30.3%Volatility · 1Y15.5%

47.8%Yield12.3%

$112MAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: CEPI, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

CEPI0.85%$85

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

Yields: CEPI, JEPQ, JEPI

47.76%highest, CEPI

FundTrailing yieldYield$10k

CEPI47.76%$4,776

JEPQ12.28%$1,228

JEPI7.96%$796

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$4,691most kept, CEPI

CEPI$4,776 − $85 = $4,691

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

KeptFee

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

Overlap: CEPI, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

CEPIJEPQJEPI

CEPI—15.4%7.8%

JEPQ15.4%—26.6%

JEPI7.8%26.6%—

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

Return vs Bumpiness: 3 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

CEPIWorst drop−21.0%30.3% vol

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

Paid More vs Made More

YTD

CEPIJEPQ

+12.6%Year to date+7.5%

47.8%Yield12.3%

−0.8%Past year+8.6%

0.85%Fee0.35%

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