Compare · 2 funds side by side · dividends reinvested

JEPQ and JEPI

Not found: GDOG

JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 04

JEPQ and JEPI, 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%$42.6B1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,108

$10,000 five years ago, dividends reinvested · they hold 27.0% in common

JEPQMeasureJEPI

+8.5%Year to dateJan 1 → Nov 5+5.2%

+9.3%1 yearTotal return+8.3%

+20.3%3 years · per year$10,000 became $17,406 · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

0.35%Expense ratio$35 · $35 a year on $10k · lower is better0.35%

12.17%Trailing 12-mo yield$1,217 · $809 a year on $10k8.09%

−8.8%Worst dropSmaller is better−6.7%

15.5%VolatilityLower is calmer8.8%

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

4–2JEPQ wins

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

More Ways to See the Pairs

JEPQ vs JEPI: Top 5 Holdings

Today

JEPQ

28.3%in top 5

JEPI

in top 59.9%

JEPQStockJEPI

7.1%AAPL1.9%

6.8%NVDAnot top 5

6.0%MSFT2.0%

4.2%GOOGnot top 5

4.2%AMZNnot top 5

not top 5MA2.0%

not top 5MMM1.9%

not top 5V1.9%

Held in common27.0%

End-of-day Nov 5, 2026 · share of each fund

JEPQ vs JEPI Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

JEPIJ.P. Morgan

+8.3%

past year

JEPQJEPIFaded: behind in that period

3–0JEPQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

−8.8%Worst drop · 1Y−6.7%

15.5%Volatility · 1Y8.8%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPQ, JEPI

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

JEPI8.09%$809

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

JEPI$809 − $35 = $774

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPQ, JEPI

Today

27.0%most shared, JEPQ and JEPI

JEPQJEPI

JEPQ—27.0%

JEPI27.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQJEPI

+8.5%Year to date+5.2%

12.2%Yield8.1%

+9.3%Past year+8.3%

0.35%Fee0.35%

3–0JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026