Compare · 2 funds side by side · dividends reinvested

LSAF and JEPQ

LSAFLeader Shares×JEPQJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,319LSAF · best of the two

02 / 04

LSAF and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

LeaderSharesTM AlphaFactor US Core Equity ETFUS Stock Styles · Large cap0.75%0.55%+25.8%+29.5%+23.3%+11.6%−6.6%14.5%$132M1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.7

Rank among the two1st → 2ndFee, 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: LSAF 2018 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

LeaderSharesTM AlphaFactor US Core Equity ETF · $132M$17,319

LSAF

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

LSAFMeasureJEPQ

+25.8%Year to dateJan 1 → Nov 6+3.2%

+29.5%1 yearTotal return+4.5%

+23.3%3 years · per year$10,000 became $18,757 · $16,202+17.4%

+11.6%5 years · per year$10,000 became $17,319 · […][…]

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

0.55%Trailing 12-mo yield$55 · $1,279 a year on $10k12.79%

−6.6%Worst dropSmaller is better−11.5%

14.5%VolatilityLower is calmer16.7%

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

5–2LSAF wins

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

More Ways to See the Pairs

LSAF vs JEPQ: Top 5 Holdings

Today

LSAF

5.9%in top 5

JEPQ

in top 528.9%

LSAFStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

1.2%CARTnot top 5

1.2%CROXnot top 5

1.2%SWKnot top 5

1.2%ETSYnot top 5

1.1%MIDDnot top 5

Held in common2.2%

End-of-day Nov 6, 2026 · share of each fund

LSAF vs JEPQ Returns, Every Period

Leader SharesLSAF

+29.5%

past year

JEPQJ.P. Morgan

+4.5%

past year

LSAFJEPQFaded: behind in that period

3–0LSAF wins

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

Stocks vs Income: LSAF vs JEPQ

YTD

Leader SharesLSAF

+25.8%

JEPQJ.P. Morgan

+3.2%

+25.8%Year to date+3.2%

−6.6%Worst drop · 1Y−11.5%

14.5%Volatility · 1Y16.7%

0.5%Yield12.8%

$132MAssets$40.7B

3–1LSAF wins

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

Cost, Income and Risk

Fees: LSAF, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

LSAF0.75%$75

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

Yields: LSAF, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

LSAF0.55%$55

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

LSAF$55 − $75 = −$20

KeptFee

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

Overlap: LSAF, JEPQ

Today

2.2%most shared, LSAF and JEPQ

LSAFJEPQ

LSAF—2.2%

JEPQ2.2%—

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

Return vs Bumpiness: 2 ETFs

+29.5%LSAF, at 14.5% volatility

LSAFWorst drop−6.6%14.5% 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

JEPQLSAF

+3.2%Year to date+25.8%

12.8%Yield0.5%

+4.5%Past year+29.5%

0.35%Fee0.75%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026