Compare JEPQ and CLIP

JEPQ and CLIP, 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

Global X - 1-3 Month T-Bill ETFBonds & Cash · Cash & T-bills0.07%3.72%+3.1%+3.8%+4.5%[…]−0.0%0.2%$2.3B1.6

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: JEPQ 2022 · CLIP 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

JEPQ

CLIP

Global X - 1-3 Month T-Bill ETF · $2.3B[…]

$10,000 five years ago, dividends reinvested

JEPQMeasureCLIP

+8.5%Year to dateJan 1 → Nov 4+3.1%

+9.3%1 yearTotal return+3.8%

+20.3%3 years · per year$10,000 became $17,406 · $11,423+4.5%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $7 a year on $10k · lower is better0.07%

12.17%Trailing 12-mo yield$1,217 · $372 a year on $10k3.72%

−8.8%Worst dropSmaller is better−0.0%

15.5%VolatilityLower is calmer0.2%

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

4–3JEPQ wins

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

More Ways to See the Pairs

JEPQ vs CLIP: Top 5 Holdings

Today

JEPQ

27.9%in top 5

CLIP

in top 5[…]

JEPQStockCLIP

7.1%NVDAnot top 5

6.8%AAPLnot top 5

5.6%MSFTnot top 5

4.2%MUnot top 5

4.1%GOOGnot top 5

Held in common[…]

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

JEPQ vs CLIP Returns, Every Period

1Y

J.P. MorganJEPQ

+9.3%

past year

CLIPGlobal X

+3.8%

past year

JEPQCLIPFaded: behind in that period

3–0JEPQ wins

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

Income vs Bonds: JEPQ vs CLIP

YTD

J.P. MorganJEPQ

+8.5%

CLIPGlobal X

+3.1%

+8.5%Year to date+3.1%

−8.8%Worst drop · 1Y−0.0%

15.5%Volatility · 1Y0.2%

12.2%Yield3.7%

$42.1BAssets$2.3B

2–2level

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

Cost, Income and Risk

Fees: JEPQ, CLIP

Today

0.07%lowest, CLIP

FundExpense ratioFee$10k

CLIP0.07%$7

JEPQ0.35%$35

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

Yields: JEPQ, CLIP

1Y

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

CLIP3.72%$372

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

CLIP$372 − $7 = $365

KeptFee

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

Overlap: JEPQ, CLIP

Today

[…]holdings […]

JEPQCLIP

JEPQ—[…]

CLIP[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+9.3%JEPQ, at 15.5% volatility

CLIPWorst drop−0.0%0.2% 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

JEPQCLIP

+8.5%Year to date+3.1%

12.2%Yield3.7%

+9.3%Past year+3.8%

0.35%Fee0.07%

3–1JEPQ 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%

$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