Compare CVIE and JEPQ

CVIE and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calvert International Responsible Index ETFInternational · Ex-US broad0.18%2.43%+16.2%+19.7%+23.7%[…]−12.7%19.4%$497M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: CVIE 2023 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Calvert International Responsible Index ETF · $497M[…]

CVIE

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

CVIEMeasureJEPQ

+16.2%Year to dateJan 1 → Nov 4+8.5%

+19.7%1 yearTotal return+9.3%

+23.7%3 years · per year$10,000 became $18,933 · $17,406+20.3%

[…]5 years · per year[…]

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

2.43%Trailing 12-mo yield$243 · $1,217 a year on $10k12.17%

−12.7%Worst dropSmaller is better−8.8%

19.4%VolatilityLower is calmer15.5%

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

4–3CVIE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CVIE vs JEPQ: Top 5 Holdings

Today

CVIE

13.8%in top 5

JEPQ

in top 527.9%

CVIEStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

5.5%2330.TWnot top 5

not top 5MU4.2%

not top 5GOOG4.1%

2.9%005930.Knot top 5

2.1%ASML.ASnot top 5

2.1%000660.Knot top 5

1.3%ROP.SWnot top 5

Held in common0.1%

End-of-day Nov 4, 2026 · share of each fund

CVIE vs JEPQ Returns, Every Period

1Y

Eaton VanceCVIE

+19.7%

past year

JEPQJ.P. Morgan

+9.3%

past year

CVIEJEPQFaded: behind in that period

3–0CVIE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Income: CVIE vs JEPQ

YTD

Eaton VanceCVIE

+16.2%

JEPQJ.P. Morgan

+8.5%

+16.2%Year to date+8.5%

−12.7%Worst drop · 1Y−8.8%

19.4%Volatility · 1Y15.5%

2.4%Yield12.2%

$497MAssets$42.1B

3–1JEPQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVIE, JEPQ

Today

0.18%lowest, CVIE

FundExpense ratioFee$10k

CVIE0.18%$18

JEPQ0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CVIE, JEPQ

1Y

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

CVIE2.43%$243

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

CVIE$243 − $18 = $225

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CVIE, JEPQ

Today

0.1%most shared, CVIE and JEPQ

CVIEJEPQ

CVIE—0.1%

JEPQ0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+19.7%CVIE, at 19.4% volatility

JEPQWorst drop−8.8%15.5% vol

CVIEWorst drop−12.7%19.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCVIE

+8.5%Year to date+16.2%

12.2%Yield2.4%

+9.3%Past year+19.7%

0.35%Fee0.18%

3–1CVIE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026