Compare · 3 funds side by side · dividends reinvested

LGLV, JEPQ and JEPI

LGLVSPDR×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$14,878LGLV · best of the three

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

Story of the three · RiskSmallest drop

LGLV, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR US Large Cap Low Volatility Index ETFLow-Cost Core · US large cap0.12%2.01%+11.9%+12.2%+14.8%+8.3%−8.2%10.8%$1.2B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.0B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.1B2.3

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: LGLV 2013 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR US Large Cap Low Volatility Index ETF · $1.2B$14,878

LGLV

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 8.4% in common

LGLV

More Ways to See the Pairs

LGLV vs JEPQ: Top 5 Holdings

Today

LGLV

10.3%in top 5

JEPQ

in top 527.3%

LGLVStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

4.5%WELLnot top 5

not top 5GOOG4.3%

Cost, Income and Risk

Fees: LGLV, JEPQ, JEPI

Today

0.12%lowest, LGLV

FundExpense ratioFee$10k

LGLV0.12%$12

JEPQ0.35%$35

JEPI0.35%$35

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

+11.9%Year to dateJan 1 → Nov 13+6.7%

+12.2%1 yearTotal return+7.6%

+14.8%3 years · per year$10,000 became $15,118 · $16,188+17.4%

+8.3%5 years · per year$10,000 became $14,878 · […][…]

0.12%Expense ratio$12 · $35 a year on $10k · lower is better0.35%

2.01%Trailing 12-mo yield$201 · $1,237 a year on $10k12.37%

−8.2%Worst dropSmaller is better−11.5%

10.8%VolatilityLower is calmer17.0%

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

5–2LGLV wins

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

not top 5AMZN4.2%

1.6%Onot top 5

1.5%VMRKnot top 5

1.4%DUKnot top 5

1.3%KOnot top 5

Held in common8.4%

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

LGLV vs JEPQ Returns, Every Period

1Y

SPDRLGLV

+12.2%

past year

JEPQJ.P. Morgan

+7.6%

past year

LGLVJEPQFaded: behind in that period

2–1LGLV wins

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

Core vs Income: LGLV vs JEPQ

YTD

SPDRLGLV

+11.9%

JEPQJ.P. Morgan

+6.7%

+11.9%Year to date+6.7%

−8.2%Worst drop · 1Y−11.5%

10.8%Volatility · 1Y17.0%

2.0%Yield12.4%

$1.2BAssets$42.1B

3–1LGLV wins

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

Yields: LGLV, JEPQ, JEPI

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

LGLV2.01%$201

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

LGLV$201 − $12 = $189

KeptFee

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

Overlap: LGLV, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

LGLVJEPQJEPI

LGLV—8.4%18.5%

JEPQ8.4%—28.4%

JEPI18.5%28.4%—

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

Return vs Bumpiness: 3 ETFs

1Y

+12.2%LGLV, at 10.8% volatility

JEPIWorst drop−6.7%9.0% vol

LGLVWorst drop−8.2%10.8% vol

JEPQWorst drop−11.5%17.0% vol

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

Paid More vs Made More

YTD

JEPQLGLV

+6.7%Year to date+11.9%

12.4%Yield2.0%

+7.6%Past year+12.2%

0.35%Fee0.12%

3–1LGLV wins

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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LGLV, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: LGLV, JEPQ, JEPI