Compare · 2 funds side by side · dividends reinvested

IGPT and JEPQ

IGPTInvesco×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,622IGPT · best of the two

02 / 04

IGPT 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%$42.1B1.4

Invesco AI and Next Gen Software ETFThematic · AI & semis0.57%0.00%+37.5%+33.0%+37.9%+12.0%−24.9%40.0%$1.2B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: IGPT 2005 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco AI and Next Gen Software ETF · $1.2B$17,622

IGPT

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 23.5% in common

IGPTMeasureJEPQ

+37.5%Year to dateJan 1 → Nov 4+8.5%

+33.0%1 yearTotal return+9.3%

+37.9%3 years · per year$10,000 became $26,202 · $17,406+20.3%

+12.0%5 years · per year$10,000 became $17,622 · […][…]

0.57%Expense ratio$57 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $1,217 a year on $10k12.17%

−24.9%Worst dropSmaller is better−8.8%

40.0%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

IGPT vs JEPQ: Top 5 Holdings

Today

IGPT

42.2%in top 5

JEPQ

in top 527.9%

IGPTStockJEPQ

8.9%METAnot top 5

8.8%AMDnot top 5

8.7%NVDA7.1%

8.0%MU4.2%

7.7%GOOGLnot top 5

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5GOOG4.1%

Held in common23.5%

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

IGPT vs JEPQ Returns, Every Period

InvescoIGPT

+33.0%

past year

JEPQJ.P. Morgan

+9.3%

past year

IGPTJEPQFaded: behind in that period

3–0IGPT wins

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

Thematic vs Income: IGPT vs JEPQ

YTD

InvescoIGPT

+37.5%

JEPQJ.P. Morgan

+8.5%

+37.5%Year to date+8.5%

−24.9%Worst drop · 1Y−8.8%

40.0%Volatility · 1Y15.5%

0.0%Yield12.2%

$1.2BAssets$42.1B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: IGPT, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

IGPT0.57%$57

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

Yields: IGPT, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

IGPT0.00%$0

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

IGPT$0 − $57 = −$57

KeptFee

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

Overlap: IGPT, JEPQ

Today

23.5%most shared, IGPT and JEPQ

IGPTJEPQ

IGPT—23.5%

JEPQ23.5%—

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

Return vs Bumpiness: 2 ETFs

+33.0%IGPT, at 40.0% volatility

JEPQWorst drop−8.8%15.5% vol

IGPTWorst drop−24.9%40.0% vol

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

Paid More vs Made More

YTD

JEPQIGPT

+8.5%Year to date+37.5%

12.2%Yield0.0%

+9.3%Past year+33.0%

0.35%Fee0.57%

2–2level

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