Compare · 2 funds side by side · dividends reinvested

DTCR and JEPQ

DTCRGlobal X×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,569DTCR · best of the two

02 / 04

DTCR and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.4

Global X - Data Center & Digital Infrastructure ETFThematic · Infrastructure0.50%0.98%+20.5%+14.4%+29.4%+9.3%−22.9%26.4%$1.9B1.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Data Center & Digital Infrastructure ETF · $1.9B$15,569

DTCR

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 9.8% in common

DTCRMeasureJEPQ

+20.5%Year to dateJan 1 → Nov 3+7.5%

+14.4%1 yearTotal return+8.6%

+29.4%3 years · per year$10,000 became $21,668 · $17,450+20.4%

+9.3%5 years · per year$10,000 became $15,569 · […][…]

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

0.98%Trailing 12-mo yield$98 · $1,228 a year on $10k12.28%

−22.9%Worst dropSmaller is better−8.8%

26.4%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

DTCR vs JEPQ: Top 5 Holdings

Today

DTCR

57.5%in top 5

JEPQ

in top 527.5%

DTCRStockJEPQ

14.8%AMTnot top 5

13.6%DLRnot top 5

13.1%EQIXnot top 5

11.1%CCInot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

5.0%SBACnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

Held in common9.8%

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

DTCR vs JEPQ Returns, Every Period

Global XDTCR

+14.4%

past year

JEPQJ.P. Morgan

+8.6%

past year

DTCRJEPQFaded: behind in that period

3–0DTCR wins

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

Thematic vs Income: DTCR vs JEPQ

YTD

Global XDTCR

+20.5%

JEPQJ.P. Morgan

+7.5%

+20.5%Year to date+7.5%

−22.9%Worst drop · 1Y−8.8%

26.4%Volatility · 1Y15.5%

1.0%Yield12.3%

$1.9BAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: DTCR, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

DTCR0.50%$50

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

Yields: DTCR, JEPQ

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

DTCR0.98%$98

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

DTCR$98 − $50 = $48

KeptFee

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

Overlap: DTCR, JEPQ

Today

9.8%most shared, DTCR and JEPQ

DTCRJEPQ

DTCR—9.8%

JEPQ9.8%—

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

Return vs Bumpiness: 2 ETFs

+14.4%DTCR, at 26.4% volatility

JEPQWorst drop−8.8%15.5% vol

DTCRWorst drop−22.9%26.4% vol

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

Paid More vs Made More

YTD

JEPQDTCR

+7.5%Year to date+20.5%

12.3%Yield1.0%

+8.6%Past year+14.4%

0.35%Fee0.50%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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