Compare · 3 funds side by side · dividends reinvested

LCLG, JEPQ and JEPI

LCLGLogan×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,519JEPI · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

LCLG, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.0B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.1B2.0

Logan Capital Broad Innovative Growth ETFUS Stock Styles · Growth0.90%0.00%+9.1%+8.3%+24.9%[…]−14.5%21.3%$104M2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: LCLG 2012 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Logan Capital Broad Innovative Growth ETF · $104M[…]

LCLG

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 24.4% in common

LCLG

More Ways to See the Pairs

LCLG vs JEPQ: Top 5 Holdings

Today

LCLG

24.8%in top 5

JEPQ

in top 527.3%

LCLGStockJEPQ

5.5%AAPL7.2%

not top 5NVDA5.9%

5.7%APHnot top 5

not top 5MSFT5.6%

4.8%AVGO

Cost, Income and Risk

Fees: LCLG, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

LCLG0.90%$90

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

JEPQ

+9.1%Year to dateJan 1 → Nov 13+6.7%

+8.3%1 yearTotal return+7.6%

+24.9%3 years · per year$10,000 became $19,483 · $16,188+17.4%

[…]5 years · per year[…]

0.90%Expense ratio$90 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $1,237 a year on $10k12.37%

−14.5%Worst dropSmaller is better−11.5%

21.3%VolatilityLower is calmer17.0%

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

3–4JEPQ wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.5%MUnot top 5

4.3%MAnot top 5

not top 5GOOG4.3%

not top 5AMZN4.2%

Held in common24.4%

End-of-day Nov 13, 2026 · share of each fund

LCLG vs JEPQ Returns, Every Period

1Y

LoganLCLG

+8.3%

past year

JEPQJ.P. Morgan

+7.6%

past year

LCLGJEPQFaded: behind in that period

3–0LCLG wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: LCLG vs JEPQ

YTD

LoganLCLG

+9.1%

JEPQJ.P. Morgan

+6.7%

+9.1%Year to date+6.7%

−14.5%Worst drop · 1Y−11.5%

21.3%Volatility · 1Y17.0%

0.0%Yield12.4%

$104MAssets$42.1B

3–1JEPQ wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: LCLG, JEPQ, JEPI

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

LCLG0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

JEPI$787 − $35 = $752

LCLG$0 − $90 = −$90

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: LCLG, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

LCLGJEPQJEPI

LCLG—24.4%15.3%

JEPQ24.4%—28.4%

JEPI15.3%28.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+9.6%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%17.0% vol

LCLGWorst drop−14.5%21.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQLCLG

+6.7%Year to date+9.1%

12.4%Yield0.0%

+7.6%Past year+8.3%

0.35%Fee0.90%

2–2level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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LCLG, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: LCLG, JEPQ, JEPI