Compare · 3 funds side by side · dividends reinvested

JEPQ, SPY and QQQ

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,806QQQ · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

JEPQ, SPY and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$806B1.5

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+12.4%+11.2%+23.4%+12.2%−14.8%21.6%$474B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: JEPQ 2022 · SPY 1993 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

JEPQ

SPY

State Street SPDR S&P 500 ETF · $806B$17,337

$10,000 five years ago, dividends reinvested · they hold 49.2% in common

JEPQMeasure

More Ways to See the Pairs

JEPQ vs SPY: Top 5 Holdings

Today

JEPQ

27.3%in top 5

SPY

in top 526.8%

JEPQStockSPY

7.2%AAPL7.9%

5.9%NVDA6.4%

5.6%MSFT5.9%

4.3%GOOGnot top 5

4.2%AMZN

Cost, Income and Risk

Fees: JEPQ, SPY, QQQ

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

QQQ0.18%$18

JEPQ0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: JEPQ, SPY, QQQ

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

QQQM vs QQQ

YTD

InvescoQQQM

+12.4%

QQQInvesco

+12.4%

SPY

+7.8%Year to dateJan 1 → Nov 12+11.9%

+8.8%1 yearTotal return+12.0%

+17.9%3 years · per year$10,000 became $16,406 · $17,968+21.6%

[…]5 years · per year$10,000 became […] · $17,337+11.6%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

12.24%Trailing 12-mo yield$1,224 · $100 a year on $10k1.00%

−11.5%Worst dropSmaller is better−8.9%

16.9%VolatilityLower is calmer13.7%

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

1–6SPY wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.0%

not top 5GOOGL2.6%

Held in common49.2%

End-of-day Nov 12, 2026 · share of each fund

JEPQ vs SPY Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

SPYSPDR

+12.0%

past year

JEPQSPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Core: JEPQ vs SPY

YTD

J.P. MorganJEPQ

+7.8%

SPYSPDR

+11.9%

+7.8%Year to date+11.9%

−11.5%Worst drop · 1Y−8.9%

16.9%Volatility · 1Y13.7%

12.2%Yield1.0%

$42.6BAssets$806B

3–1SPY wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

SPY1.00%$100

QQQ0.45%$45

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

SPY$100 − $9 = $91

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPQ, SPY, QQQ

Today

72.6%most shared, JEPQ and QQQ

JEPQSPYQQQ

JEPQ—49.2%72.6%

SPY49.2%—52.5%

QQQ72.6%52.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.0%SPY, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

JEPQWorst drop−11.5%16.9% vol

QQQWorst drop−14.8%21.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQQQQ

+7.8%Year to date+12.4%

12.2%Yield0.4%

+8.8%Past year+11.2%

0.35%Fee0.18%

3–1QQQ wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

Year to date

+12.4%

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

$109BAssets$474B

1–0QQQM wins

End-of-day Nov 12, 2026

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JEPQ, SPY and QQQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three