Compare · 2 funds side by side · dividends reinvested

FLRN and JEPQ

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,462FLRN · best of the two

02 / 04

FLRN and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Bloomberg Investment Grade Floating Rate ETFBonds & Cash · Corporate0.15%4.25%+3.5%+4.3%+5.3%+4.5%−0.2%0.7%$3.2B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: FLRN 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Bloomberg Investment Grade Floating Rate ETF · $3.2B$12,462

FLRN

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested

FLRNMeasureJEPQ

+3.5%Year to dateJan 1 → Nov 6+3.2%

+4.3%1 yearTotal return+4.5%

+5.3%3 years · per year$10,000 became $11,681 · $16,202+17.4%

+4.5%5 years · per year$10,000 became $12,462 · […][…]

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

4.25%Trailing 12-mo yield$425 · $1,279 a year on $10k12.79%

−0.2%Worst dropSmaller is better−11.5%

0.7%VolatilityLower is calmer16.7%

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

4–3FLRN wins

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

More Ways to See the Pairs

FLRN vs JEPQ: Top 5 Holdings

Today

FLRN

[…]in top 5

JEPQ

in top 528.9%

FLRNStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common[…]

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

FLRN vs JEPQ Returns, Every Period

SPDRFLRN

+4.3%

past year

JEPQJ.P. Morgan

+4.5%

past year

FLRNJEPQFaded: behind in that period

1–2JEPQ wins

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

Bonds vs Income: FLRN vs JEPQ

YTD

SPDRFLRN

+3.5%

JEPQJ.P. Morgan

+3.2%

+3.5%Year to date+3.2%

−0.2%Worst drop · 1Y−11.5%

0.7%Volatility · 1Y16.7%

4.2%Yield12.8%

$3.2BAssets$42.6B

3–1FLRN wins

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

Cost, Income and Risk

Fees: FLRN, JEPQ

Today

0.15%lowest, FLRN

FundExpense ratioFee$10k

FLRN0.15%$15

JEPQ0.35%$35

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

Yields: FLRN, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

FLRN4.25%$425

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

FLRN$425 − $15 = $410

KeptFee

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

Overlap: FLRN, JEPQ

Today

[…]holdings […]

FLRNJEPQ

FLRN—[…]

JEPQ[…]—

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

Return vs Bumpiness: 2 ETFs

+4.5%JEPQ, at 16.7% volatility

FLRNWorst drop−0.2%0.7% 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

JEPQFLRN

+3.2%Year to date+3.5%

12.8%Yield4.2%

+4.5%Past year+4.3%

0.35%Fee0.15%

2–2level

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026