Compare IAUI and JEPQ

IAUI 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%$42.6B1.1

NEOS Gold High Income ETFIncome · Dividend stocks0.79%14.18%−7.1%+0.4%[…][…]−24.5%23.6%$647M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: IAUI 2025 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

NEOS Gold High Income ETF · $647M[…]

IAUI

JEPQ

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

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

IAUIMeasureJEPQ

−7.1%Year to dateJan 1 → Nov 5+8.5%

+0.4%1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $17,406+20.3%

[…]5 years · per year[…]

0.79%Expense ratio$79 · $35 a year on $10k · lower is better0.35%

14.18%Trailing 12-mo yield$1,418 · $1,217 a year on $10k12.17%

−24.5%Worst dropSmaller is better−8.8%

23.6%VolatilityLower is calmer15.5%

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

1–5JEPQ wins

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

More Ways to See the Pairs

IAUI vs JEPQ: Top 5 Holdings

Today

IAUI

102.7%in top 5

JEPQ

in top 528.3%

IAUIStockJEPQ

82.5%912797VHnot top 5

19.1%AAAUnot top 5

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

1.1%CASH&OTHnot top 5

Held in common0.0%

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

IAUI vs JEPQ Returns, Every Period

1Y

NEOSIAUI

+0.4%

past year

JEPQJ.P. Morgan

+9.3%

past year

IAUIJEPQFaded: behind in that period

0–2JEPQ wins

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

IAUI vs JEPQ

YTD

NEOSIAUI

−7.1%

JEPQJ.P. Morgan

+8.5%

−7.1%Year to date+8.5%

−24.5%Worst drop · 1Y−8.8%

23.6%Volatility · 1Y15.5%

14.2%Yield12.2%

$647MAssets$42.6B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: IAUI, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

IAUI0.79%$79

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

Yields: IAUI, JEPQ

1Y

14.18%highest, IAUI

FundTrailing yieldYield$10k

IAUI14.18%$1,418

JEPQ12.17%$1,217

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

Income After Fees on $10,000

1Y

$1,339most kept, IAUI

IAUI$1,418 − $79 = $1,339

JEPQ$1,217 − $35 = $1,182

KeptFee

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

Overlap: IAUI, JEPQ

Today

0.0%most shared, IAUI and JEPQ

IAUIJEPQ

IAUI—0.0%

JEPQ0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+9.3%JEPQ, at 15.5% volatility

JEPQWorst drop−8.8%15.5% vol

IAUIWorst drop−24.5%23.6% vol

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

Paid More vs Made More

YTD

IAUIJEPQ

−7.1%Year to date+8.5%

14.2%Yield12.2%

+0.4%Past year+9.3%

0.79%Fee0.35%

3–1JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

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