Compare CHAT and JEPQ

CHAT and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.4

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.49%+14.6%+7.4%+38.2%[…]−37.3%44.1%$1.4B1.6

Rank among the two1st → 2ndFee, 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: CHAT 2023 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Roundhill Generative AI & Technology ETF · $1.4B[…]

CHAT

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 34.9% in common

CHATMeasureJEPQ

+14.6%Year to dateJan 1 → Nov 6+3.2%

+7.4%1 yearTotal return+4.5%

+38.2%3 years · per year$10,000 became $26,370 · $16,202+17.4%

[…]5 years · per year[…]

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

2.49%Trailing 12-mo yield$249 · $1,279 a year on $10k12.79%

−37.3%Worst dropSmaller is better−11.5%

44.1%VolatilityLower is calmer16.7%

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

3–4JEPQ wins

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

More Ways to See the Pairs

CHAT vs JEPQ: Top 5 Holdings

Today

CHAT

31.9%in top 5

JEPQ

in top 528.9%

CHATStockJEPQ

8.0%NVDA6.6%

not top 5AAPL7.4%

6.8%GOOGLnot top 5

6.5%MSFT6.1%

5.8%AMZN4.4%

4.8%METAnot top 5

not top 5GOOG4.4%

Held in common34.9%

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

CHAT vs JEPQ Returns, Every Period

1Y

RoundhillCHAT

+7.4%

past year

JEPQJ.P. Morgan

+4.5%

past year

CHATJEPQFaded: behind in that period

3–0CHAT wins

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

Thematic vs Income: CHAT vs JEPQ

YTD

RoundhillCHAT

+14.6%

JEPQJ.P. Morgan

+3.2%

+14.6%Year to date+3.2%

−37.3%Worst drop · 1Y−11.5%

44.1%Volatility · 1Y16.7%

2.5%Yield12.8%

$1.4BAssets$42.6B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: CHAT, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

CHAT0.75%$75

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

Yields: CHAT, JEPQ

1Y

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

CHAT2.49%$249

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

CHAT$249 − $75 = $174

KeptFee

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

Overlap: CHAT, JEPQ

Today

34.9%most shared, CHAT and JEPQ

CHATJEPQ

CHAT—34.9%

JEPQ34.9%—

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

Return vs Bumpiness: 2 ETFs

1Y

+7.4%CHAT, at 44.1% volatility

JEPQWorst drop−11.5%16.7% vol

CHATWorst drop−37.3%44.1% vol

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

Paid More vs Made More

YTD

JEPQCHAT

+3.2%Year to date+14.6%

12.8%Yield2.5%

+4.5%Past year+7.4%

0.35%Fee0.75%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026