Compare · 3 funds side by side · dividends reinvested

CLCV, JEPQ and JEPI

CLCVCrossmark×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,545JEPI · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

CLCV, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B1.5

Crossmark ETF Trust - Crossmark Large Cap Value ETFUS Stock Styles · Value0.50%0.34%+16.3%+21.1%[…][…]−6.9%12.5%$19M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B2.1

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

End-of-day Nov 11, 2026 · returns include dividends · since: CLCV 2025 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Crossmark ETF Trust - Crossmark Large Cap Value ETF · $19M[…]

CLCV

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 18.2% in common

CLCV

More Ways to See the Pairs

CLCV vs JEPQ: Top 5 Holdings

Today

CLCV

17.6%in top 5

JEPQ

in top 527.6%

CLCVStockJEPQ

4.9%AAPL7.2%

not top 5NVDA5.9%

3.2%MSFT5.9%

4.2%AMZN4.4%

not top 5GOOG

Cost, Income and Risk

Fees: CLCV, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

CLCV0.50%$50

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

JEPQ

+16.3%Year to dateJan 1 → Nov 11+8.1%

+21.1%1 yearTotal return+9.0%

[…]3 years · per year$10,000 became […] · $16,525+18.2%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

0.34%Trailing 12-mo yield$34 · $1,220 a year on $10k12.20%

−6.9%Worst dropSmaller is better−11.5%

12.5%VolatilityLower is calmer16.9%

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

4–2CLCV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

2.7%CSCOnot top 5

2.6%BACnot top 5

Held in common18.2%

End-of-day Nov 11, 2026 · share of each fund

CLCV vs JEPQ Returns, Every Period

1Y

CrossmarkCLCV

+21.1%

past year

JEPQJ.P. Morgan

+9.0%

past year

CLCVJEPQFaded: behind in that period

2–0CLCV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CLCV vs JEPQ

YTD

CrossmarkCLCV

+16.3%

JEPQJ.P. Morgan

+8.1%

+16.3%Year to date+8.1%

−6.9%Worst drop · 1Y−11.5%

12.5%Volatility · 1Y16.9%

0.3%Yield12.2%

$18.7MAssets$42.0B

3–1CLCV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: CLCV, JEPQ, JEPI

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

JEPI7.84%$784

CLCV0.34%$34

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

JEPI$784 − $35 = $749

CLCV$34 − $50 = −$16

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CLCV, JEPQ, JEPI

Today

28.3%most shared, JEPQ and JEPI

CLCVJEPQJEPI

CLCV—18.2%13.4%

JEPQ18.2%—28.3%

JEPI13.4%28.3%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.1%CLCV, at 12.5% volatility

JEPIWorst drop−6.7%9.0% vol

CLCVWorst drop−6.9%12.5% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCLCV

+8.1%Year to date+16.3%

12.2%Yield0.3%

+9.0%Past year+21.1%

0.35%Fee0.50%

2–2level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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CLCV, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: CLCV, JEPQ, JEPI