Compare · 3 funds side by side · dividends reinvested

GPTY, JEPQ and JEPI

GPTYYieldMax×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,322JEPI · best of the three

02 / 04

GPTY, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.7

YieldMax AI & Tech Portfolio Option Income ETFThematic Income · A basket1.06%42.30%+16.9%+7.5%[…][…]−18.8%29.0%$122M2.3

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: GPTY 2025 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax AI & Tech Portfolio Option Income ETF · $122M[…]

GPTY

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 43.9% in common

GPTYMeasureJEPQ

+16.9%Year to dateJan 1 → Nov 3+7.5%

+7.5%1 yearTotal return+8.6%

[…]3 years · per year$10,000 became […] · $17,450+20.4%

[…]5 years · per year[…]

1.06%Expense ratio$106 · $35 a year on $10k · lower is better0.35%

42.30%Trailing 12-mo yield$4,230 · $1,228 a year on $10k12.28%

−18.8%Worst dropSmaller is better−8.8%

29.0%VolatilityLower is calmer15.5%

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

2–4JEPQ wins

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

More Ways to See the Pairs

GPTY vs JEPQ: Top 5 Holdings

Today

GPTY

34.9%in top 5

JEPQ

in top 527.5%

GPTYStockJEPQ

7.7%AAPL6.9%

7.3%MSFT5.5%

7.2%NVDA6.9%

6.4%AMZNnot top 5

6.3%GOOGLnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

Held in common43.9%

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

GPTY vs JEPQ Returns, Every Period

YieldMaxGPTY

+7.5%

past year

JEPQJ.P. Morgan

+8.6%

past year

GPTYJEPQFaded: behind in that period

1–1Level

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

GPTY vs JEPQ

YTD

YieldMaxGPTY

+16.9%

JEPQJ.P. Morgan

+7.5%

+16.9%Year to date+7.5%

−18.8%Worst drop · 1Y−8.8%

29.0%Volatility · 1Y15.5%

42.3%Yield12.3%

$122MAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: GPTY, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

GPTY1.06%$106

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

Yields: GPTY, JEPQ, JEPI

42.30%highest, GPTY

FundTrailing yieldYield$10k

GPTY42.30%$4,230

JEPQ12.28%$1,228

JEPI7.96%$796

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$4,124most kept, GPTY

GPTY$4,230 − $106 = $4,124

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

KeptFee

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

Overlap: GPTY, JEPQ, JEPI

Today

43.9%most shared, GPTY and JEPQ

GPTYJEPQJEPI

GPTY—43.9%16.0%

JEPQ43.9%—26.6%

JEPI16.0%26.6%—

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

Return vs Bumpiness: 3 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

GPTYWorst drop−18.8%29.0% vol

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

Paid More vs Made More

YTD

GPTYJEPQ

+16.9%Year to date+7.5%

42.3%Yield12.3%

+7.5%Past year+8.6%

1.06%Fee0.35%

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