Compare · 2 funds side by side · dividends reinvested

CQQQ and JEPI

CQQQInvesco×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 04

CQQQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.0

Invesco China Technology ETFThematic · China0.65%2.80%−22.5%−24.8%+6.2%−9.8%−35.8%30.7%$1.7B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: CQQQ 2009 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Invesco China Technology ETF · $1.7B$5,984

CQQQ

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

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

CQQQMeasureJEPI

−22.5%Year to dateJan 1 → Nov 5+5.2%

−24.8%1 yearTotal return+8.3%

+6.2%3 years · per year$10,000 became $11,988 · $13,674+11.0%

−9.8%5 years · per year$10,000 became $5,984 · $14,108+7.1%

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

2.80%Trailing 12-mo yield$280 · $809 a year on $10k8.09%

−35.8%Worst dropSmaller is better−6.7%

30.7%VolatilityLower is calmer8.8%

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

0–8JEPI wins

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

More Ways to See the Pairs

CQQQ vs JEPI: Top 5 Holdings

Today

CQQQ

45.6%in top 5

JEPI

in top 59.9%

CQQQStockJEPI

12.1%PDDnot top 5

11.8%MPNGFnot top 5

11.0%TCTZFnot top 5

6.7%BAIDFnot top 5

4.0%KUASFnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

CQQQ vs JEPI Returns, Every Period

InvescoCQQQ

−9.8%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

CQQQJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CQQQ vs JEPI

YTD

InvescoCQQQ

−22.5%

JEPIJ.P. Morgan

+5.2%

−22.5%Year to date+5.2%

−35.8%Worst drop · 1Y−6.7%

30.7%Volatility · 1Y8.8%

2.8%Yield8.1%

$1.7BAssets$46.1B

4–0JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CQQQ, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

CQQQ0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CQQQ, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

CQQQ2.80%$280

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CQQQ$280 − $65 = $215

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CQQQ, JEPI

Today

0.0%most shared, CQQQ and JEPI

CQQQJEPI

CQQQ—0.0%

JEPI0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.3%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

CQQQWorst drop−35.8%30.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICQQQ

+5.2%Year to date−22.5%

8.1%Yield2.8%

+8.3%Past year−24.8%

0.35%Fee0.65%

4–0JEPI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026