Compare · 2 funds side by side · dividends reinvested

FORH and JEPQ

FORHFormidable×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,705FORH · best of the two

02 / 04

FORH and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.1

Formidable ETFUnsorted1.19%1.89%−3.5%−4.3%+4.1%+1.4%−10.5%14.3%$17M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: FORH 2021 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Formidable ETF · $17M$10,705

FORH

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

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

FORHMeasureJEPQ

−3.5%Year to dateJan 1 → Nov 4+8.5%

−4.3%1 yearTotal return+9.3%

+4.1%3 years · per year$10,000 became $11,277 · $17,406+20.3%

+1.4%5 years · per year$10,000 became $10,705 · […][…]

1.19%Expense ratio$119 · $35 a year on $10k · lower is better0.35%

1.89%Trailing 12-mo yield$189 · $1,217 a year on $10k12.17%

−10.5%Worst dropSmaller is better−8.8%

14.3%VolatilityLower is calmer15.5%

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

1–6JEPQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FORH vs JEPQ: Top 5 Holdings

Today

FORH

26.6%in top 5

JEPQ

in top 527.9%

FORHStockJEPQ

10.3%ACTGnot top 5

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

5.3%Bnot top 5

not top 5MU4.2%

not top 5GOOG4.1%

4.0%TLNEnot top 5

3.5%ARLPnot top 5

3.5%HSTMnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

FORH vs JEPQ Returns, Every Period

FormidableFORH

−4.3%

past year

JEPQJ.P. Morgan

+9.3%

past year

FORHJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: FORH vs JEPQ

YTD

FormidableFORH

−3.5%

JEPQJ.P. Morgan

+8.5%

−3.5%Year to date+8.5%

−10.5%Worst drop · 1Y−8.8%

14.3%Volatility · 1Y15.5%

1.9%Yield12.2%

$17.4MAssets$42.1B

3–1JEPQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FORH, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

FORH1.19%$119

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FORH, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

FORH1.89%$189

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

FORH$189 − $119 = $70

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FORH, JEPQ

Today

0.0%most shared, FORH and JEPQ

FORHJEPQ

FORH—0.0%

JEPQ0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

FORHWorst drop−10.5%14.3% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFORH

+8.5%Year to date−3.5%

12.2%Yield1.9%

+9.3%Past year−4.3%

0.35%Fee1.19%

4–0JEPQ wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026