Compare · 3 funds side by side · dividends reinvested

LRGC, JEPQ and JEPI

LRGCAlliance Bernstein×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,448JEPI · best of the three

02 / 04

LRGC, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.6

AB US Large Cap Strategic Equities ETFUS Stock Styles · Large cap0.39%0.53%+9.5%+11.9%+20.6%[…]−10.0%13.2%$1.3B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$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 9, 2026 · returns include dividends · since: LRGC 2023 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

AB US Large Cap Strategic Equities ETF · $1.3B[…]

LRGC

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 40.5% in common

LRGCMeasureJEPQ

+9.5%Year to dateJan 1 → Nov 9+6.6%

+11.9%1 yearTotal return+9.2%

+20.6%3 years · per year$10,000 became $17,525 · $16,495+18.2%

[…]5 years · per year[…]

0.39%Expense ratio$39 · $35 a year on $10k · lower is better0.35%

0.53%Trailing 12-mo yield$53 · $1,239 a year on $10k12.39%

−10.0%Worst dropSmaller is better−11.5%

13.2%VolatilityLower is calmer16.9%

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

5–2LRGC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LRGC vs JEPQ: Top 5 Holdings

Today

LRGC

30.6%in top 5

JEPQ

in top 528.6%

LRGCStockJEPQ

6.1%AAPL7.3%

7.1%MSFT6.0%

7.0%NVDA6.7%

5.3%GOOG4.4%

5.0%AMZN4.3%

Held in common40.5%

End-of-day Nov 9, 2026 · share of each fund

LRGC vs JEPQ Returns, Every Period

Alliance BernsteinLRGC

+11.9%

past year

JEPQJ.P. Morgan

+9.2%

past year

LRGCJEPQFaded: behind in that period

3–0LRGC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: LRGC vs JEPQ

YTD

Alliance BernsteinLRGC

+9.5%

JEPQJ.P. Morgan

+6.6%

+9.5%Year to date+6.6%

−10.0%Worst drop · 1Y−11.5%

13.2%Volatility · 1Y16.9%

0.5%Yield12.4%

$1.3BAssets$40.7B

3–1LRGC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LRGC, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

LRGC0.39%$39

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: LRGC, JEPQ, JEPI

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

JEPI7.93%$793

LRGC0.53%$53

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

JEPI$793 − $35 = $758

LRGC$53 − $39 = $14

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: LRGC, JEPQ, JEPI

Today

40.5%most shared, LRGC and JEPQ

LRGCJEPQJEPI

LRGC—40.5%26.9%

JEPQ40.5%—27.5%

JEPI26.9%27.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%LRGC, at 13.2% volatility

JEPIWorst drop−6.7%9.0% vol

LRGCWorst drop−10.0%13.2% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQLRGC

+6.6%Year to date+9.5%

12.4%Yield0.5%

+9.2%Past year+11.9%

0.35%Fee0.39%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026