Compare · 3 funds side by side · dividends reinvested

LSAF, JEPQ and JEPI

LSAFLeader Shares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,324LSAF · best of the three

02 / 04

LSAF, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

LeaderSharesTM AlphaFactor US Core Equity ETFUS Stock Styles · Large cap0.75%0.54%+26.7%+30.4%+24.5%+11.6%−6.6%14.1%$133M1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: LSAF 2018 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

LeaderSharesTM AlphaFactor US Core Equity ETF · $133M$17,324

LSAF

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

LSAFMeasureJEPQ

+26.7%Year to dateJan 1 → Nov 3+7.5%

+30.4%1 yearTotal return+8.6%

+24.5%3 years · per year$10,000 became $19,317 · $17,450+20.4%

+11.6%5 years · per year$10,000 became $17,324 · […][…]

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

0.54%Trailing 12-mo yield$54 · $1,228 a year on $10k12.28%

−6.6%Worst dropSmaller is better−8.8%

14.1%VolatilityLower is calmer15.5%

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

5–2LSAF wins

End-of-day Nov 3, 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 527.5%

LSAFStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

1.2%CARTnot top 5

1.2%CROXnot top 5

1.2%REGNnot top 5

1.2%ETSYnot top 5

1.1%Rnot top 5

Held in common2.0%

End-of-day Nov 3, 2026 · share of each fund

LSAF vs JEPQ Returns, Every Period

Leader SharesLSAF

+30.4%

past year

JEPQJ.P. Morgan

+8.6%

past year

LSAFJEPQFaded: behind in that period

3–0LSAF wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: LSAF vs JEPQ

YTD

Leader SharesLSAF

+26.7%

JEPQJ.P. Morgan

+7.5%

+26.7%Year to date+7.5%

−6.6%Worst drop · 1Y−8.8%

14.1%Volatility · 1Y15.5%

0.5%Yield12.3%

$133MAssets$41.8B

3–1LSAF wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LSAF, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

LSAF0.75%$75

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: LSAF, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

LSAF0.54%$54

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

LSAF$54 − $75 = −$21

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: LSAF, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

LSAFJEPQJEPI

LSAF—2.0%7.8%

JEPQ2.0%—26.6%

JEPI7.8%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+30.4%LSAF, at 14.1% volatility

JEPIWorst drop−6.7%7.9% vol

LSAFWorst drop−6.6%14.1% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQLSAF

+7.5%Year to date+26.7%

12.3%Yield0.5%

+8.6%Past year+30.4%

0.35%Fee0.75%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026