Compare · 3 funds side by side · dividends reinvested

IMF, JEPQ and JEPI

IMFInvesco×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,545JEPI · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

IMF, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B1.6

Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Managed Futures Strategy ETFUnsorted0.80%0.88%+14.2%+19.0%[…][…]−4.6%10.6%$306M1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: IMF 2025 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Managed Futures Strategy ETF · $306M[…]

IMF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

$10,000 five years ago, dividends reinvested

IMF

More Ways to See the Pairs

IMF vs JEPQ: Top 5 Holdings

Today

IMF

[…]in top 5

JEPQ

in top 527.6%

IMFStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.9%

not top 5AMZN4.4%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: IMF, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

IMF0.80%$80

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: IMF, JEPQ, JEPI

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

JEPQ

+14.2%Year to dateJan 1 → Nov 11+8.1%

+19.0%1 yearTotal return+9.0%

[…]3 years · per year$10,000 became […] · $16,525+18.2%

[…]5 years · per year[…]

0.80%Expense ratio$80 · $35 a year on $10k · lower is better0.35%

0.88%Trailing 12-mo yield$88 · $1,220 a year on $10k12.20%

−4.6%Worst dropSmaller is better−11.5%

10.6%VolatilityLower is calmer16.9%

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

4–2IMF wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

IMF vs JEPQ Returns, Every Period

1Y

InvescoIMF

+19.0%

past year

JEPQJ.P. Morgan

+9.0%

past year

IMFJEPQFaded: behind in that period

2–0IMF wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: IMF vs JEPQ

YTD

InvescoIMF

+14.2%

JEPQJ.P. Morgan

+8.1%

+14.2%Year to date+8.1%

−4.6%Worst drop · 1Y−11.5%

10.6%Volatility · 1Y16.9%

0.9%Yield12.2%

$306MAssets$42.0B

3–1IMF wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

JEPI7.84%$784

IMF0.88%$88

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

JEPI$784 − $35 = $749

IMF$88 − $80 = $8

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IMF, JEPQ, JEPI

Today

28.3%most shared, JEPQ and JEPI

IMFJEPQJEPI

IMF—[…][…]

JEPQ[…]—28.3%

JEPI[…]28.3%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.0%IMF, at 10.6% volatility

JEPIWorst drop−6.7%9.0% vol

IMFWorst drop−4.6%10.6% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQIMF

+8.1%Year to date+14.2%

12.2%Yield0.9%

+9.0%Past year+19.0%

0.35%Fee0.80%

2–2level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

Loading…

IMF, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three