Compare · 2 funds side by side · dividends reinvested

KAPR and JEPQ

KAPRInnovator×JEPQJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,001KAPR · best of the two

02 / 04

KAPR and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Small Cap Power Buffer ETF - AprilDefined Outcome · Buffer0.79%0.00%+10.9%+13.6%+14.8%+7.0%−3.8%7.1%$173M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: KAPR 2020 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Small Cap Power Buffer ETF - April · $173M$14,001

KAPR

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested

KAPRMeasureJEPQ

+10.9%Year to dateJan 1 → Nov 6+3.2%

+13.6%1 yearTotal return+4.5%

+14.8%3 years · per year$10,000 became $15,126 · $16,202+17.4%

+7.0%5 years · per year$10,000 became $14,001 · […][…]

0.79%Expense ratio$79 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $1,279 a year on $10k12.79%

−3.8%Worst dropSmaller is better−11.5%

7.1%VolatilityLower is calmer16.7%

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

4–3KAPR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KAPR vs JEPQ: Top 5 Holdings

Today

KAPR

[…]in top 5

JEPQ

in top 528.9%

KAPRStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

KAPR vs JEPQ Returns, Every Period

InnovatorKAPR

+13.6%

past year

JEPQJ.P. Morgan

+4.5%

past year

KAPRJEPQFaded: behind in that period

2–1KAPR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: KAPR vs JEPQ

YTD

InnovatorKAPR

+10.9%

JEPQJ.P. Morgan

+3.2%

+10.9%Year to date+3.2%

−3.8%Worst drop · 1Y−11.5%

7.1%Volatility · 1Y16.7%

0.0%Yield12.8%

$173MAssets$40.7B

3–1KAPR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KAPR, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

KAPR0.79%$79

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: KAPR, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

KAPR0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

KAPR$0 − $79 = −$79

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: KAPR, JEPQ

Today

[…]holdings […]

KAPRJEPQ

KAPR—[…]

JEPQ[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%KAPR, at 7.1% volatility

KAPRWorst drop−3.8%7.1% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQKAPR

+3.2%Year to date+10.9%

12.8%Yield0.0%

+4.5%Past year+13.6%

0.35%Fee0.79%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026