Compare · 3 funds side by side · dividends reinvested

CVMC, JEPQ and JEPI

CVMCEaton Vance×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,322JEPI · best of the three

02 / 04

CVMC, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calvert US Mid-Cap Core Responsible Index ETFUS Stock Styles · Mid cap0.15%1.18%+19.8%+21.9%+21.5%[…]−9.3%14.1%$114M1.7

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.1

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

End-of-day Nov 3, 2026 · returns include dividends · since: CVMC 2023 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Calvert US Mid-Cap Core Responsible Index ETF · $114M[…]

CVMC

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

CVMCMeasureJEPQ

+19.8%Year to dateJan 1 → Nov 3+7.5%

+21.9%1 yearTotal return+8.6%

+21.5%3 years · per year$10,000 became $17,919 · $17,450+20.4%

[…]5 years · per year[…]

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

1.18%Trailing 12-mo yield$118 · $1,228 a year on $10k12.28%

−9.3%Worst dropSmaller is better−8.8%

14.1%VolatilityLower is calmer15.5%

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

5–2CVMC wins

End-of-day Nov 3, 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

3.1%in top 5

JEPQ

in top 527.5%

CVMCStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

0.7%MRNAnot top 5

0.6%TGTnot top 5

0.6%AJGnot top 5

0.6%HPEnot top 5

0.6%KMBnot top 5

Held in common2.2%

End-of-day Nov 3, 2026 · share of each fund

CVMC vs JEPQ Returns, Every Period

Eaton VanceCVMC

+21.9%

past year

JEPQJ.P. Morgan

+8.6%

past year

CVMCJEPQFaded: behind in that period

3–0CVMC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CVMC vs JEPQ

YTD

Eaton VanceCVMC

+19.8%

JEPQJ.P. Morgan

+7.5%

+19.8%Year to date+7.5%

−9.3%Worst drop · 1Y−8.8%

14.1%Volatility · 1Y15.5%

1.2%Yield12.3%

$114MAssets$41.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVMC, JEPQ, JEPI

Today

0.15%lowest, CVMC

FundExpense ratioFee$10k

CVMC0.15%$15

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CVMC, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

CVMC1.18%$118

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

CVMC$118 − $15 = $103

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CVMC, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

CVMCJEPQJEPI

CVMC—2.2%5.8%

JEPQ2.2%—26.6%

JEPI5.8%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.9%CVMC, at 14.1% volatility

JEPIWorst drop−6.7%7.9% vol

CVMCWorst drop−9.3%14.1% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCVMC

+7.5%Year to date+19.8%

12.3%Yield1.2%

+8.6%Past year+21.9%

0.35%Fee0.15%

3–1CVMC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026