Compare · 2 funds side by side · dividends reinvested

FLRT and JEPQ

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,420FLRT · best of the two

02 / 04

FLRT and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Pacer Aristotle Pacific Floating Rate High Income ETFBonds & Cash · Other bonds0.60%6.61%+3.4%+4.6%+7.6%+6.1%−1.8%1.6%$1.1B1.4

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: FLRT 2015 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Pacer Aristotle Pacific Floating Rate High Income ETF · $1.1B$13,420

FLRT

JEPQ

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

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

FLRTMeasureJEPQ

+3.4%Year to dateJan 1 → Nov 6+3.2%

+4.6%1 yearTotal return+4.5%

+7.6%3 years · per year$10,000 became $12,457 · $16,202+17.4%

+6.1%5 years · per year$10,000 became $13,420 · […][…]

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

6.61%Trailing 12-mo yield$661 · $1,279 a year on $10k12.79%

−1.8%Worst dropSmaller is better−11.5%

1.6%VolatilityLower is calmer16.7%

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

4–3FLRT wins

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

More Ways to See the Pairs

FLRT vs JEPQ: Top 5 Holdings

Today

FLRT

1.5%in top 5

JEPQ

in top 528.9%

FLRTStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

0.4%HYGnot top 5

0.4%JNKnot top 5

0.4%SHYGnot top 5

0.4%SJNKnot top 5

0.0%ECCnot top 5

Held in common0.0%

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

FLRT vs JEPQ Returns, Every Period

PacerFLRT

+4.6%

past year

JEPQJ.P. Morgan

+4.5%

past year

FLRTJEPQFaded: behind in that period

2–1FLRT wins

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

Bonds vs Income: FLRT vs JEPQ

YTD

PacerFLRT

+3.4%

JEPQJ.P. Morgan

+3.2%

+3.4%Year to date+3.2%

−1.8%Worst drop · 1Y−11.5%

1.6%Volatility · 1Y16.7%

6.6%Yield12.8%

$1.1BAssets$42.6B

3–1FLRT wins

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

Cost, Income and Risk

Fees: FLRT, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

FLRT0.60%$60

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

Yields: FLRT, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

FLRT6.61%$661

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

FLRT$661 − $60 = $601

KeptFee

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

Overlap: FLRT, JEPQ

Today

0.0%most shared, FLRT and JEPQ

FLRTJEPQ

FLRT—0.0%

JEPQ0.0%—

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

Return vs Bumpiness: 2 ETFs

+4.6%FLRT, at 1.6% volatility

FLRTWorst drop−1.8%1.6% 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

JEPQFLRT

+3.2%Year to date+3.4%

12.8%Yield6.6%

+4.5%Past year+4.6%

0.35%Fee0.60%

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