Compare · 2 funds side by side · dividends reinvested

INCE and JEPQ

INCEFranklin Templeton×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,850INCE · best of the two

02 / 04

INCE and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Franklin Income Equity Focus ETFIncome · Dividend stocks0.29%4.94%+18.6%+24.2%+19.7%+11.0%−5.0%8.1%$367M1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.7

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: INCE 2016 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Income Equity Focus ETF · $367M$16,850

INCE

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

INCEMeasureJEPQ

+18.6%Year to dateJan 1 → Nov 4+8.5%

+24.2%1 yearTotal return+9.3%

+19.7%3 years · per year$10,000 became $17,167 · $17,406+20.3%

+11.0%5 years · per year$10,000 became $16,850 · […][…]

0.29%Expense ratio$29 · $35 a year on $10k · lower is better0.35%

4.94%Trailing 12-mo yield$494 · $1,217 a year on $10k12.17%

−5.0%Worst dropSmaller is better−8.8%

8.1%VolatilityLower is calmer15.5%

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

5–2INCE wins

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

More Ways to See the Pairs

INCE vs JEPQ: Top 5 Holdings

Today

INCE

14.5%in top 5

JEPQ

in top 527.9%

INCEStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

3.7%CVXnot top 5

2.9%VZnot top 5

2.8%PGnot top 5

2.7%LMTnot top 5

2.5%PEPnot top 5

Held in common4.6%

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

INCE vs JEPQ Returns, Every Period

Franklin TempletonINCE

+24.2%

past year

JEPQJ.P. Morgan

+9.3%

past year

INCEJEPQFaded: behind in that period

2–1INCE wins

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

INCE vs JEPQ

YTD

Franklin TempletonINCE

+18.6%

JEPQJ.P. Morgan

+8.5%

+18.6%Year to date+8.5%

−5.0%Worst drop · 1Y−8.8%

8.1%Volatility · 1Y15.5%

4.9%Yield12.2%

$367MAssets$41.8B

3–1INCE wins

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

Cost, Income and Risk

Fees: INCE, JEPQ

Today

0.29%lowest, INCE

FundExpense ratioFee$10k

INCE0.29%$29

JEPQ0.35%$35

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

Yields: INCE, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

INCE4.94%$494

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

INCE$494 − $29 = $465

KeptFee

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

Overlap: INCE, JEPQ

Today

4.6%most shared, INCE and JEPQ

INCEJEPQ

INCE—4.6%

JEPQ4.6%—

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

Return vs Bumpiness: 2 ETFs

+24.2%INCE, at 8.1% volatility

INCEWorst drop−5.0%8.1% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQINCE

+8.5%Year to date+18.6%

12.2%Yield4.9%

+9.3%Past year+24.2%

0.35%Fee0.29%

3–1INCE wins

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%

$41.8BAssets$46.0B

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%

$121BAssets$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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026