Compare CVMC and JEPQ

CVMC and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calvert US Mid-Cap Core Responsible Index ETFUS Stock Styles · Mid cap0.15%1.20%+17.8%+20.1%+20.0%[…]−9.3%14.5%$116M1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: CVMC 2023 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Calvert US Mid-Cap Core Responsible Index ETF · $116M[…]

CVMC

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

CVMCMeasureJEPQ

+17.8%Year to dateJan 1 → Nov 6+3.2%

+20.1%1 yearTotal return+4.5%

+20.0%3 years · per year$10,000 became $17,284 · $16,202+17.4%

[…]5 years · per year[…]

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

1.20%Trailing 12-mo yield$120 · $1,279 a year on $10k12.79%

−9.3%Worst dropSmaller is better−11.5%

14.5%VolatilityLower is calmer16.7%

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

6–1CVMC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CVMC vs JEPQ: Top 5 Holdings

Today

CVMC

3.3%in top 5

JEPQ

in top 528.9%

CVMCStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

0.8%MRNAnot top 5

0.6%AJGnot top 5

0.6%TGTnot top 5

0.6%KMBnot top 5

0.6%GWWnot top 5

Held in common2.4%

End-of-day Nov 6, 2026 · share of each fund

CVMC vs JEPQ Returns, Every Period

1Y

Eaton VanceCVMC

+20.1%

past year

JEPQJ.P. Morgan

+4.5%

past year

CVMCJEPQFaded: behind in that period

3–0CVMC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CVMC vs JEPQ

YTD

Eaton VanceCVMC

+17.8%

JEPQJ.P. Morgan

+3.2%

+17.8%Year to date+3.2%

−9.3%Worst drop · 1Y−11.5%

14.5%Volatility · 1Y16.7%

1.2%Yield12.8%

$116MAssets$40.7B

3–1CVMC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVMC, JEPQ

Today

0.15%lowest, CVMC

FundExpense ratioFee$10k

CVMC0.15%$15

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CVMC, JEPQ

1Y

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

CVMC1.20%$120

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

CVMC$120 − $15 = $105

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CVMC, JEPQ

Today

2.4%most shared, CVMC and JEPQ

CVMCJEPQ

CVMC—2.4%

JEPQ2.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+20.1%CVMC, at 14.5% volatility

CVMCWorst drop−9.3%14.5% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCVMC

+3.2%Year to date+17.8%

12.8%Yield1.2%

+4.5%Past year+20.1%

0.35%Fee0.15%

3–1CVMC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026