Compare MFSV and JEPQ

MFSV and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

MFS Active Value ETFUS Stock Styles · Value0.44%1.33%+13.6%+18.1%[…][…]−6.4%10.7%$692M1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: MFSV 2024 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

MFS Active Value ETF · $692M[…]

MFSV

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 18.2% in common

MFSVMeasureJEPQ

+13.6%Year to dateJan 1 → Nov 5+8.5%

+18.1%1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $17,406+20.3%

[…]5 years · per year[…]

0.44%Expense ratio$44 · $35 a year on $10k · lower is better0.35%

1.33%Trailing 12-mo yield$133 · $1,217 a year on $10k12.17%

−6.4%Worst dropSmaller is better−8.8%

10.7%VolatilityLower is calmer15.5%

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

4–2MFSV wins

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

More Ways to See the Pairs

MFSV vs JEPQ: Top 5 Holdings

Today

MFSV

21.1%in top 5

JEPQ

in top 528.3%

MFSVStockJEPQ

3.1%AAPL7.1%

not top 5NVDA6.8%

5.7%MSFT6.0%

5.4%AMZN4.2%

not top 5GOOG4.2%

4.1%JPMnot top 5

2.9%XOMnot top 5

Held in common18.2%

End-of-day Nov 5, 2026 · share of each fund

MFSV vs JEPQ Returns, Every Period

1Y

MFSMFSV

+18.1%

past year

JEPQJ.P. Morgan

+9.3%

past year

MFSVJEPQFaded: behind in that period

2–0MFSV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: MFSV vs JEPQ

YTD

MFSMFSV

+13.6%

JEPQJ.P. Morgan

+8.5%

+13.6%Year to date+8.5%

−6.4%Worst drop · 1Y−8.8%

10.7%Volatility · 1Y15.5%

1.3%Yield12.2%

$692MAssets$42.1B

3–1MFSV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFSV, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

MFSV0.44%$44

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MFSV, JEPQ

1Y

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

MFSV1.33%$133

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

MFSV$133 − $44 = $89

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MFSV, JEPQ

Today

18.2%most shared, MFSV and JEPQ

MFSVJEPQ

MFSV—18.2%

JEPQ18.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+18.1%MFSV, at 10.7% volatility

MFSVWorst drop−6.4%10.7% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQMFSV

+8.5%Year to date+13.6%

12.2%Yield1.3%

+9.3%Past year+18.1%

0.35%Fee0.44%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026