Compare · 2 funds side by side · dividends reinvested

CPLB and JEPQ

CPLBNY Life Investments×JEPQJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,208CPLB · best of the two

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

Story of the two · RiskSmallest drop

CPLB and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B1.3

NYLI MacKay Core Plus Bond ETFBonds & Cash · Core aggregate0.35%5.52%−0.4%+0.2%+6.2%+0.5%−4.0%3.8%$492M1.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: CPLB 2021 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

NYLI MacKay Core Plus Bond ETF · $492M$10,208

CPLB

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CPLBMeasureJEPQ

−0.4%

More Ways to See the Pairs

CPLB vs JEPQ: Top 5 Holdings

Today

CPLB

-0.1%in top 5

JEPQ

in top 527.6%

CPLBStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.9%

not top 5AMZN4.4%

not top 5GOOG

Cost, Income and Risk

Fees: CPLB, JEPQ

Today

0.35%lowest, CPLB

FundExpense ratioFee$10k

CPLB0.35%$35

JEPQ0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: CPLB, JEPQ

1Y

12.20%highest, JEPQ

FundTrailing yieldYield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 12

+8.1%

+0.2%1 yearTotal return+9.0%

+6.2%3 years · per year$10,000 became $11,978 · $16,525+18.2%

+0.5%5 years · per year$10,000 became $10,259 · […][…]

0.35%Expense ratio$35 · $35 a year on $10k · lower is better0.35%

5.52%Trailing 12-mo yield$552 · $1,220 a year on $10k12.20%

−4.0%Worst dropSmaller is better−11.5%

3.8%VolatilityLower is calmer16.9%

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

2–4JEPQ wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

0.0%NINEnot top 5

-0.1%CASHnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

CPLB vs JEPQ Returns, Every Period

1Y

NY Life InvestmentsCPLB

+0.2%

past year

JEPQJ.P. Morgan

+9.0%

past year

CPLBJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CPLB vs JEPQ

YTD

NY Life InvestmentsCPLB

−0.4%

JEPQJ.P. Morgan

+8.1%

−0.4%Year to date+8.1%

−4.0%Worst drop · 1Y−11.5%

3.8%Volatility · 1Y16.9%

5.5%Yield12.2%

$492MAssets$41.8B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

JEPQ12.20%$1,220

CPLB5.52%$552

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

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

CPLB$552 − $35 = $517

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CPLB, JEPQ

Today

0.0%most shared, CPLB and JEPQ

CPLBJEPQ

CPLB—0.0%

JEPQ0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+9.0%JEPQ, at 16.9% volatility

CPLBWorst drop−4.0%3.8% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCPLB

+8.1%Year to date−0.4%

12.2%Yield5.5%

+9.0%Past year+0.2%

0.35%Fee0.35%

3–0JEPQ wins

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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CPLB and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two