Compare · 3 funds side by side · dividends reinvested

EINC, JEPQ and JEPI

EINCVanEck×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$24,825EINC · best of the three

02 / 04

EINC, JEPQ and JEPI, 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%$41.8B1.9

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

VanEck Energy Income ETFIncome · Dividend stocks0.46%4.53%+28.1%+35.0%+28.1%+19.9%−9.0%17.0%$85M2.0

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: EINC 2012 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Energy Income ETF · $85M$24,825

EINC

JEPQ

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

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

EINCMeasureJEPQ

+28.1%Year to dateJan 1 → Nov 3+7.5%

+35.0%1 yearTotal return+8.6%

+28.1%3 years · per year$10,000 became $21,014 · $17,450+20.4%

+19.9%5 years · per year$10,000 became $24,826 · […][…]

0.46%Expense ratio$46 · $35 a year on $10k · lower is better0.35%

4.53%Trailing 12-mo yield$453 · $1,228 a year on $10k12.28%

−9.0%Worst dropSmaller is better−8.8%

17.0%VolatilityLower is calmer15.5%

EINCJEPQ 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

EINC vs JEPQ: Top 5 Holdings

Today

EINC

37.1%in top 5

JEPQ

in top 527.5%

EINCStockJEPQ

8.1%ENBnot top 5

7.8%WMBnot top 5

7.6%LNGnot top 5

7.2%TRPnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

6.4%KMInot top 5

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

Held in common0.0%

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

EINC vs JEPQ Returns, Every Period

VanEckEINC

+35.0%

past year

JEPQJ.P. Morgan

+8.6%

past year

EINCJEPQFaded: behind in that period

3–0EINC wins

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

EINC vs JEPQ

YTD

VanEckEINC

+28.1%

JEPQJ.P. Morgan

+7.5%

+28.1%Year to date+7.5%

−9.0%Worst drop · 1Y−8.8%

17.0%Volatility · 1Y15.5%

4.5%Yield12.3%

$84.9MAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: EINC, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

EINC0.46%$46

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

Yields: EINC, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

EINC4.53%$453

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

EINC$453 − $46 = $407

KeptFee

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

Overlap: EINC, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

EINCJEPQJEPI

EINC—0.0%0.0%

JEPQ0.0%—26.6%

JEPI0.0%26.6%—

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

Return vs Bumpiness: 3 ETFs

+35.0%EINC, at 17.0% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

EINCWorst drop−9.0%17.0% vol

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

Paid More vs Made More

YTD

JEPQEINC

+7.5%Year to date+28.1%

12.3%Yield4.5%

+8.6%Past year+35.0%

0.35%Fee0.46%

2–2level

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