Compare · 2 funds side by side · dividends reinvested

JMST and JEPQ

JMSTJ.P. Morgan×JEPQJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,308JMST · best of the two

Story of the two · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the two · RiskSmallest drop

JMST and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B1.4

JPMorgan Ultra-Short Municipal Income ETFBonds & Cash · Ultra-short0.18%2.54%+2.1%+2.6%+3.3%+2.5%−0.6%0.7%$8.5B1.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: JMST 2018 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Ultra-Short Municipal Income ETF · $8.5B$11,308

JMST

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

$10,000 five years ago, dividends reinvested

JMSTMeasureJEPQ

+2.1%

More Ways to See the Pairs

JMST vs JEPQ: Top 5 Holdings

Today

JMST

[…]in top 5

JEPQ

in top 528.0%

JMSTStockJEPQ

not top 5AAPL7.2%

not top 5NVDA6.2%

not top 5MSFT6.0%

not top 5AMZN4.3%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: JMST, JEPQ

Today

0.18%lowest, JMST

FundExpense ratioFee$10k

JMST0.18%$18

JEPQ0.35%$35

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

Yields: JMST, JEPQ

1Y

12.45%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+6.0%

+2.6%1 yearTotal return+8.8%

+3.3%3 years · per year$10,000 became $11,029 · $16,284+17.6%

+2.5%5 years · per year$10,000 became $11,308 · […][…]

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

2.54%Trailing 12-mo yield$254 · $1,245 a year on $10k12.45%

−0.6%Worst dropSmaller is better−11.5%

0.7%VolatilityLower is calmer16.9%

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

3–4JEPQ wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

JMST vs JEPQ Returns, Every Period

1Y

J.P. MorganJMST

+2.6%

past year

JEPQJ.P. Morgan

+8.8%

past year

JMSTJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Bonds vs Income: JMST vs JEPQ

YTD

J.P. MorganJMST

+2.1%

JEPQJ.P. Morgan

+6.0%

+2.1%Year to date+6.0%

−0.6%Worst drop · 1Y−11.5%

0.7%Volatility · 1Y16.9%

2.5%Yield12.4%

$8.5BAssets$42.0B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPQ12.45%$1,245

JMST2.54%$254

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

JMST$254 − $18 = $236

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JMST, JEPQ

Today

[…]holdings […]

JMSTJEPQ

JMST—[…]

JEPQ[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+8.8%JEPQ, at 16.9% volatility

JMSTWorst drop−0.6%0.7% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQJMST

+6.0%Year to date+2.1%

12.4%Yield2.5%

+8.8%Past year+2.6%

0.35%Fee0.18%

3–1JEPQ wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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JMST and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two