Compare · 3 funds side by side · dividends reinvested

COSW, JEPQ and JEPI

COSWRoundhill×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,448JEPI · best of the three

02 / 04

COSW, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.6

Roundhill COST WeeklyPay ETFSingle-Stock Leverage0.99%26.59%+25.2%+14.7%[…][…]−22.5%25.3%$12M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: COSW 2025 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill COST WeeklyPay ETF · $12M[…]

COSW

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

COSWMeasureJEPQ

+25.2%Year to dateJan 1 → Nov 9+6.6%

+14.7%1 yearTotal return+9.2%

[…]3 years · per year$10,000 became […] · $16,495+18.2%

[…]5 years · per year[…]

0.99%Expense ratio$99 · $35 a year on $10k · lower is better0.35%

26.59%Trailing 12-mo yield$2,659 · $1,239 a year on $10k12.39%

−22.5%Worst dropSmaller is better−11.5%

25.3%VolatilityLower is calmer16.9%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

COSW vs JEPQ: Top 5 Holdings

Today

COSW

87.5%in top 5

JEPQ

in top 528.6%

COSWStockJEPQ

76.1%912797VAnot top 5

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

5.7%COSTnot top 5

5.7%FGXXXnot top 5

not top 5GOOG4.4%

not top 5AMZN4.3%

Held in common1.4%

End-of-day Nov 9, 2026 · share of each fund

COSW vs JEPQ Returns, Every Period

RoundhillCOSW

+14.7%

past year

JEPQJ.P. Morgan

+9.2%

past year

COSWJEPQFaded: behind in that period

2–0COSW wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Single-Stock Leverage vs Income: COSW vs JEPQ

YTD

RoundhillCOSW

+25.2%

JEPQJ.P. Morgan

+6.6%

+25.2%Year to date+6.6%

−22.5%Worst drop · 1Y−11.5%

25.3%Volatility · 1Y16.9%

26.6%Yield12.4%

$11.9MAssets$40.7B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: COSW, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

COSW0.99%$99

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: COSW, JEPQ, JEPI

26.59%highest, COSW

FundTrailing yieldYield$10k

COSW26.59%$2,659

JEPQ12.39%$1,239

JEPI7.93%$793

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,560most kept, COSW

COSW$2,659 − $99 = $2,560

JEPQ$1,239 − $35 = $1,204

JEPI$793 − $35 = $758

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: COSW, JEPQ, JEPI

Today

27.5%most shared, JEPQ and JEPI

COSWJEPQJEPI

COSW—1.4%1.8%

JEPQ1.4%—27.5%

JEPI1.8%27.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.7%COSW, at 25.3% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%16.9% vol

COSWWorst drop−22.5%25.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

COSWJEPI

+25.2%Year to date+7.5%

26.6%Yield7.9%

+14.7%Past year+10.9%

0.99%Fee0.35%

3–1COSW wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026