Compare · 2 funds side by side · dividends reinvested

LKOR and JEPQ

LKORFlexShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$8,536LKOR · best of the two

02 / 04

LKOR and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.3

Northern Trust Credit-Scored US Long Corporate Bond ETFBonds & Cash · Corporate0.16%6.24%−2.4%−2.5%+7.0%−3.1%−8.9%8.3%$25M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: LKOR 2015 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust Credit-Scored US Long Corporate Bond ETF · $25M$8,536

LKOR

JEPQ

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

$10,000 five years ago, dividends reinvested

LKORMeasureJEPQ

−2.4%Year to dateJan 1 → Nov 4+8.5%

−2.5%1 yearTotal return+9.3%

+7.0%3 years · per year$10,000 became $12,263 · $17,406+20.3%

−3.1%5 years · per year$10,000 became $8,536 · […][…]

0.16%Expense ratio$16 · $35 a year on $10k · lower is better0.35%

6.24%Trailing 12-mo yield$624 · $1,217 a year on $10k12.17%

−8.9%Worst dropSmaller is better−8.8%

8.3%VolatilityLower is calmer15.5%

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

2–5JEPQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LKOR vs JEPQ: Top 5 Holdings

Today

LKOR

[…]in top 5

JEPQ

in top 527.9%

LKORStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

LKOR vs JEPQ Returns, Every Period

FlexSharesLKOR

−2.5%

past year

JEPQJ.P. Morgan

+9.3%

past year

LKORJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Income: LKOR vs JEPQ

YTD

FlexSharesLKOR

−2.4%

JEPQJ.P. Morgan

+8.5%

−2.4%Year to date+8.5%

−8.9%Worst drop · 1Y−8.8%

8.3%Volatility · 1Y15.5%

6.2%Yield12.2%

$25.4MAssets$41.8B

3–1JEPQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LKOR, JEPQ

Today

0.16%lowest, LKOR

FundExpense ratioFee$10k

LKOR0.16%$16

JEPQ0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LKOR, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

LKOR6.24%$624

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

LKOR$624 − $16 = $608

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LKOR, JEPQ

Today

[…]holdings […]

LKORJEPQ

LKOR—[…]

JEPQ[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

LKORWorst drop−8.9%8.3% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQLKOR

+8.5%Year to date−2.4%

12.2%Yield6.2%

+9.3%Past year−2.5%

0.35%Fee0.16%

3–1JEPQ wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026