Compare · 3 funds side by side · dividends reinvested

LCAP, JEPQ and JEPI

LCAPPrincipal×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

LCAP, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.6

Principal Capital Appreciation Select ETFUnsorted0.29%0.10%+9.7%+9.2%[…][…]−9.3%14.1%$1.8B1.7

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.3

Rank among the three1st → 3rdFee, 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: LCAP 2025 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Principal Capital Appreciation Select ETF · $1.8B[…]

LCAP

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 39.4% in common

LCAPMeasureJEPQ

+9.7%Year to dateJan 1 → Nov 6+3.2%

+9.2%1 yearTotal return+4.5%

[…]3 years · per year$10,000 became […] · $16,202+17.4%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $35 a year on $10k · lower is better0.35%

0.10%Trailing 12-mo yield$10 · $1,279 a year on $10k12.79%

−9.3%Worst dropSmaller is better−11.5%

14.1%VolatilityLower is calmer16.7%

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

5–1LCAP wins

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

More Ways to See the Pairs

LCAP vs JEPQ: Top 5 Holdings

Today

LCAP

28.3%in top 5

JEPQ

in top 528.9%

LCAPStockJEPQ

7.4%AAPL7.4%

6.5%NVDA6.6%

6.3%MSFT6.1%

not top 5GOOG4.4%

4.1%AMZN4.4%

4.1%GOOGLnot top 5

Held in common39.4%

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

LCAP vs JEPQ Returns, Every Period

PrincipalLCAP

+9.2%

past year

JEPQJ.P. Morgan

+4.5%

past year

LCAPJEPQFaded: behind in that period

2–0LCAP wins

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

Unsorted vs Income: LCAP vs JEPQ

YTD

PrincipalLCAP

+9.7%

JEPQJ.P. Morgan

+3.2%

+9.7%Year to date+3.2%

−9.3%Worst drop · 1Y−11.5%

14.1%Volatility · 1Y16.7%

0.1%Yield12.8%

$1.8BAssets$40.7B

3–1LCAP wins

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

Cost, Income and Risk

Fees: LCAP, JEPQ, JEPI

Today

0.29%lowest, LCAP

FundExpense ratioFee$10k

LCAP0.29%$29

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: LCAP, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

LCAP0.10%$10

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

JEPI$809 − $35 = $774

LCAP$10 − $29 = −$19

KeptFee

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

Overlap: LCAP, JEPQ, JEPI

Today

39.4%most shared, LCAP and JEPQ

LCAPJEPQJEPI

LCAP—39.4%29.1%

JEPQ39.4%—26.8%

JEPI29.1%26.8%—

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

Return vs Bumpiness: 3 ETFs

+9.2%LCAP, at 14.1% volatility

JEPIWorst drop−6.7%8.8% vol

LCAPWorst drop−9.3%14.1% 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

JEPQLCAP

+3.2%Year to date+9.7%

12.8%Yield0.1%

+4.5%Past year+9.2%

0.35%Fee0.29%

3–1LCAP wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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