Compare · 2 funds side by side · dividends reinvested

JEPI and QQQ

JEPIJ.P. Morgan×QQQInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,509QQQ · best of the two

02 / 04

JEPI and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.5

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: JEPI 2020 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,118

JEPI

QQQ

Invesco QQQ Trust, Series 1 · $469B$17,509

$10,000 five years ago, dividends reinvested · they hold 26.4% in common

JEPIMeasureQQQ

+5.3%Year to dateJan 1 → Nov 6+7.2%

+8.2%1 yearTotal return+5.8%

+10.7%3 years · per year$10,000 became $13,562 · $18,694+23.2%

+7.1%5 years · per year$10,000 became $14,118 · $17,509+11.9%

0.35%Expense ratio$35 · $18 a year on $10k · lower is better0.18%

8.09%Trailing 12-mo yield$809 · $47 a year on $10k0.47%

−6.7%Worst dropSmaller is better−14.8%

8.8%VolatilityLower is calmer21.3%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs QQQ: Top 5 Holdings

Today

JEPI

9.9%in top 5

QQQ

in top 531.6%

JEPIStockQQQ

2.0%AAPL8.7%

not top 5NVDA7.6%

2.0%MSFT6.9%

not top 5AMZN4.9%

not top 5MU3.5%

2.1%MAnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common26.4%

End-of-day Nov 6, 2026 · share of each fund

JEPI vs QQQ Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

QQQInvesco

+11.9%

5 years, per year

JEPIQQQFaded: behind in that period

1–3QQQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: JEPI vs QQQ

YTD

J.P. MorganJEPI

+5.3%

QQQInvesco

+7.2%

+5.3%Year to date+7.2%

−6.7%Worst drop · 1Y−14.8%

8.8%Volatility · 1Y21.3%

8.1%Yield0.5%

$46.8BAssets$469B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, QQQ

Today

0.18%lowest, QQQ

FundExpense ratioFee$10k

QQQ0.18%$18

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPI, QQQ

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

QQQ0.47%$47

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

QQQ$47 − $18 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JEPI, QQQ

Today

26.4%most shared, JEPI and QQQ

JEPIQQQ

JEPI—26.4%

QQQ26.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

QQQWorst drop−14.8%21.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIQQQ

+5.3%Year to date+7.2%

8.1%Yield0.5%

+8.2%Past year+5.8%

0.35%Fee0.18%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

0.94% · $94Fee · on $10k a year0.18% · $18

$27.1BAssets$469B

2–0QQQ wins

End-of-day Nov 6, 2026