Compare · 3 funds side by side · dividends reinvested

JPRF, JEPQ and JEPI

JPRFJ.P. Morgan×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,510JEPI · best of the three

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

Story of the three · RiskSmallest drop

JPRF, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B1.6

JPMorgan Preferred and Income Securities ETFIncome · Dividend stocks0.61%1.94%[…][…][…][…][…][…]$2.2B3.0

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: JPRF 2022 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Preferred and Income Securities ETF · $2.2B[…]

JPRF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

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

JPRF

More Ways to See the Pairs

JPRF vs JEPQ: Top 5 Holdings

Today

JPRF

7.1%in top 5

JEPQ

in top 527.3%

JPRFStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN4.2%

Cost, Income and Risk

Fees: JPRF, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

JPRF0.61%$61

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

JEPQ

[…]Year to dateJan 1 → Nov 12+7.8%

[…]1 yearTotal return+8.8%

[…]3 years · per year$10,000 became […] · $16,406+17.9%

[…]5 years · per year[…]

0.61%Expense ratio$61 · $35 a year on $10k · lower is better0.35%

1.94%Trailing 12-mo yield$194 · $1,224 a year on $10k12.24%

[…]Worst dropSmaller is better−11.5%

[…]VolatilityLower is calmer16.9%

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

0–2JEPQ wins

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

3.0%PGXnot top 5

1.1%MS-POnot top 5

1.1%WFC-PZnot top 5

1.0%T-PCnot top 5

0.9%MS-PQnot top 5

Held in common0.0%

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

JPRF vs JEPQ Returns, Every Period

1Y

J.P. MorganJPRF

[…]

past year

JEPQJ.P. Morgan

+8.8%

past year

Returns […]

JPRFJEPQFaded: behind in that period

0–0Level

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

JPRF vs JEPQ

YTD

J.P. MorganJPRF

[…]

JEPQJ.P. Morgan

+7.8%

[…]Year to date+7.8%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.9%

1.9%Yield12.2%

$2.2BAssets$41.8B

1–0JEPQ wins

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

Yields: JPRF, JEPQ, JEPI

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

JEPI7.86%$786

JPRF1.94%$194

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

JEPI$786 − $35 = $751

JPRF$194 − $61 = $133

KeptFee

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

Overlap: JPRF, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

JPRFJEPQJEPI

JPRF—0.0%0.0%

JEPQ0.0%—28.4%

JEPI0.0%28.4%—

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

Return vs Bumpiness: 3 ETFs

1Y

+10.1%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%16.9% vol

JPRFWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQJEPI

+7.8%Year to date+8.3%

12.2%Yield7.9%

+8.8%Past year+10.1%

0.35%Fee0.35%

2–1JEPI wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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JPRF, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: JPRF, JEPQ, JEPI