Compare · 3 funds side by side · dividends reinvested

INCE, JEPQ and JEPI

INCEFranklin Templeton×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,508INCE · best of the three

02 / 04

INCE, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Franklin Income Equity Focus ETFIncome · Dividend stocks0.29%4.98%+17.6%+22.3%+19.9%+10.5%−5.0%8.1%$367M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.1

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

End-of-day Nov 3, 2026 · returns include dividends · since: INCE 2016 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Income Equity Focus ETF · $367M$16,508

INCE

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

INCEMeasureJEPQ

+17.6%Year to dateJan 1 → Nov 3+7.5%

+22.3%1 yearTotal return+8.6%

+19.9%3 years · per year$10,000 became $17,245 · $17,450+20.4%

+10.5%5 years · per year$10,000 became $16,508 · […][…]

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

4.98%Trailing 12-mo yield$498 · $1,228 a year on $10k12.28%

−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 3, 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

14.6%in top 5

JEPQ

in top 527.5%

INCEStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

3.7%CVXnot top 5

2.8%VZnot top 5

2.8%PGnot top 5

2.7%LMTnot top 5

2.6%PEPnot top 5

Held in common4.5%

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

INCE vs JEPQ Returns, Every Period

Franklin TempletonINCE

+22.3%

past year

JEPQJ.P. Morgan

+8.6%

past year

INCEJEPQFaded: behind in that period

2–1INCE wins

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

INCE vs JEPQ

YTD

Franklin TempletonINCE

+17.6%

JEPQJ.P. Morgan

+7.5%

+17.6%Year to date+7.5%

−5.0%Worst drop · 1Y−8.8%

8.1%Volatility · 1Y15.5%

5.0%Yield12.3%

$367MAssets$41.8B

3–1INCE wins

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

Cost, Income and Risk

Fees: INCE, JEPQ, JEPI

Today

0.29%lowest, INCE

FundExpense ratioFee$10k

INCE0.29%$29

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: INCE, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

INCE4.98%$498

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

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

INCE$498 − $29 = $469

KeptFee

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

Overlap: INCE, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

INCEJEPQJEPI

INCE—4.5%14.6%

JEPQ4.5%—26.6%

JEPI14.6%26.6%—

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

Return vs Bumpiness: 3 ETFs

+22.3%INCE, at 8.1% volatility

JEPIWorst drop−6.7%7.9% vol

INCEWorst drop−5.0%8.1% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQINCE

+7.5%Year to date+17.6%

12.3%Yield5.0%

+8.6%Past year+22.3%

0.35%Fee0.29%

3–1INCE wins

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