Compare · 2 funds side by side · dividends reinvested

JNK and JEPQ

JNKSPDR×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,767JNK · best of the two

02 / 04

JNK and JEPQ, 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%$42.1B1.3

State Street SPDR Bloomberg High Yield Bond ETFBonds & Cash · High yield0.40%6.84%+0.9%+2.7%+8.6%+3.3%−3.0%3.9%$6.2B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: JNK 2007 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Bloomberg High Yield Bond ETF · $6.2B$11,767

JNK

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JNKMeasureJEPQ

+0.9%Year to dateJan 1 → Nov 5+8.5%

+2.7%1 yearTotal return+9.3%

+8.6%3 years · per year$10,000 became $12,806 · $17,406+20.3%

+3.3%5 years · per year$10,000 became $11,767 · […][…]

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

6.84%Trailing 12-mo yield$684 · $1,217 a year on $10k12.17%

−3.0%Worst dropSmaller is better−8.8%

3.9%VolatilityLower is calmer15.5%

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

2–5JEPQ wins

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

More Ways to See the Pairs

JNK vs JEPQ: Top 5 Holdings

Today

JNK

0.0%in top 5

JEPQ

in top 528.3%

JNKStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

0.0%DBDnot top 5

0.0%GPORnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

JNK vs JEPQ Returns, Every Period

SPDRJNK

+2.7%

past year

JEPQJ.P. Morgan

+9.3%

past year

JNKJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Income: JNK vs JEPQ

YTD

SPDRJNK

+0.9%

JEPQJ.P. Morgan

+8.5%

+0.9%Year to date+8.5%

−3.0%Worst drop · 1Y−8.8%

3.9%Volatility · 1Y15.5%

6.8%Yield12.2%

$6.2BAssets$42.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JNK, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JNK0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JNK, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

JNK6.84%$684

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

JNK$684 − $40 = $644

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JNK, JEPQ

Today

0.0%most shared, JNK and JEPQ

JNKJEPQ

JNK—0.0%

JEPQ0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

JNKWorst drop−3.0%3.9% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQJNK

+8.5%Year to date+0.9%

12.2%Yield6.8%

+9.3%Past year+2.7%

0.35%Fee0.40%

4–0JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026