Compare · 3 funds side by side · dividends reinvested

KAPR, JEPQ and JEPI

KAPRInnovator×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,322JEPI · best of the three

02 / 04

KAPR, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Small Cap Power Buffer ETF - AprilDefined Outcome · Buffer0.79%0.00%+13.0%+15.2%+15.8%+7.3%−3.8%6.5%$179M1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: KAPR 2020 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Small Cap Power Buffer ETF - April · $179M$14,243

KAPR

JEPQ

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

$10,000 five years ago, dividends reinvested

KAPRMeasureJEPQ

+13.0%Year to dateJan 1 → Nov 3+7.5%

+15.2%1 yearTotal return+8.6%

+15.8%3 years · per year$10,000 became $15,518 · $17,450+20.4%

+7.3%5 years · per year$10,000 became $14,243 · […][…]

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

0.00%Trailing 12-mo yield$0 · $1,228 a year on $10k12.28%

−3.8%Worst dropSmaller is better−8.8%

6.5%VolatilityLower is calmer15.5%

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

4–3KAPR wins

End-of-day Nov 3, 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 527.5%

KAPRStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

KAPR vs JEPQ Returns, Every Period

InnovatorKAPR

+15.2%

past year

JEPQJ.P. Morgan

+8.6%

past year

KAPRJEPQFaded: behind in that period

2–1KAPR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: KAPR vs JEPQ

YTD

InnovatorKAPR

+13.0%

JEPQJ.P. Morgan

+7.5%

+13.0%Year to date+7.5%

−3.8%Worst drop · 1Y−8.8%

6.5%Volatility · 1Y15.5%

0.0%Yield12.3%

$179MAssets$41.8B

3–1KAPR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KAPR, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

KAPR0.79%$79

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: KAPR, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

KAPR0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

KAPR$0 − $79 = −$79

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: KAPR, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

KAPRJEPQJEPI

KAPR—[…][…]

JEPQ[…]—26.6%

JEPI[…]26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.2%KAPR, at 6.5% volatility

KAPRWorst drop−3.8%6.5% vol

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQKAPR

+7.5%Year to date+13.0%

12.3%Yield0.0%

+8.6%Past year+15.2%

0.35%Fee0.79%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026