Compare · 3 funds side by side · dividends reinvested

LEMB, JEPQ and JEPI

LEMBiShares×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

LEMB, 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%$46.8B1.6

iShares J.P. Morgan EM Local Currency Bond ETFBonds & Cash · Other bonds0.30%2.41%+1.4%+4.5%+8.0%+1.9%−6.0%6.5%$783M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.1

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: LEMB 2011 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares J.P. Morgan EM Local Currency Bond ETF · $783M$10,962

LEMB

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested

LEMBMeasureJEPQ

+1.4%Year to dateJan 1 → Nov 6+3.2%

+4.5%1 yearTotal return+4.5%

+8.0%3 years · per year$10,000 became $12,608 · $16,202+17.4%

+1.9%5 years · per year$10,000 became $10,962 · […][…]

0.30%Expense ratio$30 · $35 a year on $10k · lower is better0.35%

2.41%Trailing 12-mo yield$241 · $1,279 a year on $10k12.79%

−6.0%Worst dropSmaller is better−11.5%

6.5%VolatilityLower is calmer16.7%

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

3–3Level

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

More Ways to See the Pairs

LEMB vs JEPQ: Top 5 Holdings

Today

LEMB

[…]in top 5

JEPQ

in top 528.9%

LEMBStockJEPQ

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

LEMB vs JEPQ Returns, Every Period

iSharesLEMB

+4.5%

past year

JEPQJ.P. Morgan

+4.5%

past year

LEMBJEPQFaded: behind in that period

0–2JEPQ wins

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

Bonds vs Income: LEMB vs JEPQ

YTD

iSharesLEMB

+1.4%

JEPQJ.P. Morgan

+3.2%

+1.4%Year to date+3.2%

−6.0%Worst drop · 1Y−11.5%

6.5%Volatility · 1Y16.7%

2.4%Yield12.8%

$783MAssets$42.6B

2–2level

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

Cost, Income and Risk

Fees: LEMB, JEPQ, JEPI

Today

0.30%lowest, LEMB

FundExpense ratioFee$10k

LEMB0.30%$30

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: LEMB, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

LEMB2.41%$241

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

LEMB$241 − $30 = $211

KeptFee

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

Overlap: LEMB, JEPQ, JEPI

Today

26.8%most shared, JEPQ and JEPI

LEMBJEPQJEPI

LEMB—[…][…]

JEPQ[…]—26.8%

JEPI[…]26.8%—

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

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

LEMBWorst drop−6.0%6.5% vol

JEPIWorst drop−6.7%8.8% 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

JEPQJEPI

+3.2%Year to date+5.3%

12.8%Yield8.1%

+4.5%Past year+8.2%

0.35%Fee0.35%

2–1JEPI 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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026