Compare · 2 funds side by side · dividends reinvested

JSML and JEPQ

JSMLJanus Henderson×JEPQJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,078JSML · best of the two

02 / 04

JSML and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.32%+15.1%+15.9%+21.7%+5.5%−14.8%22.5%$377M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.6

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: JSML 2016 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

JSML

Janus Henderson Small Cap Growth Alpha ETF · $377M$13,078

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

JEPQMeasureJSML

+8.5%Year to dateJan 1 → Nov 5+15.1%

+9.3%1 yearTotal return+15.9%

+20.3%3 years · per year$10,000 became $17,406 · $18,027+21.7%

[…]5 years · per year$10,000 became […] · $13,078+5.5%

0.35%Expense ratio$35 · $30 a year on $10k · lower is better0.30%

12.17%Trailing 12-mo yield$1,217 · $32 a year on $10k0.32%

−8.8%Worst dropSmaller is better−14.8%

15.5%VolatilityLower is calmer22.5%

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

3–4JSML wins

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

More Ways to See the Pairs

JEPQ vs JSML: Top 5 Holdings

Today

JEPQ

28.3%in top 5

JSML

in top 510.1%

JEPQStockJSML

7.1%AAPLnot top 5

6.8%NVDAnot top 5

6.0%MSFTnot top 5

4.2%GOOGnot top 5

4.2%AMZNnot top 5

not top 5RHP2.2%

not top 5CON2.1%

not top 5CVLT2.0%

not top 5OPCH2.0%

not top 5ZWS1.9%

Held in common0.0%

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

JEPQ vs JSML Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

JSMLJanus Henderson

+15.9%

past year

JEPQJSMLFaded: behind in that period

0–3JSML wins

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

Income vs Stocks: JEPQ vs JSML

YTD

J.P. MorganJEPQ

+8.5%

JSMLJanus Henderson

+15.1%

+8.5%Year to date+15.1%

−8.8%Worst drop · 1Y−14.8%

15.5%Volatility · 1Y22.5%

12.2%Yield0.3%

$42.1BAssets$377M

3–1JEPQ wins

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

Cost, Income and Risk

Fees: JSML, JEPQ

Today

0.30%lowest, JSML

FundExpense ratioFee$10k

JSML0.30%$30

JEPQ0.35%$35

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

Yields: JSML, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

JSML0.32%$32

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

JSML$32 − $30 = $2

KeptFee

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

Overlap: JSML, JEPQ

Today

0.0%most shared, JSML and JEPQ

JSMLJEPQ

JSML—0.0%

JEPQ0.0%—

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

Return vs Bumpiness: 2 ETFs

+15.9%JSML, at 22.5% volatility

JEPQWorst drop−8.8%15.5% vol

JSMLWorst drop−14.8%22.5% vol

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

Paid More vs Made More

YTD

JEPQJSML

+8.5%Year to date+15.1%

12.2%Yield0.3%

+9.3%Past year+15.9%

0.35%Fee0.30%

3–1JSML 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