Compare · 2 funds side by side · dividends reinvested

MLPB and JEPQ

MLPBETRACS×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$23,460MLPB · best of the two

02 / 04

MLPB and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.4

ETRACS Alerian MLP Infrastructure Index ETN Series BThematic · Infrastructure0.85%6.29%+16.9%+19.9%+16.2%+18.6%−12.5%15.2%$211M1.5

Rank among the two1st → 2ndFee, 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: MLPB 2015 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

ETRACS Alerian MLP Infrastructure Index ETN Series B · $211M$23,460

MLPB

JEPQ

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

$10,000 five years ago, dividends reinvested

MLPBMeasureJEPQ

+16.9%Year to dateJan 1 → Nov 9+6.6%

+19.9%1 yearTotal return+9.2%

+16.2%3 years · per year$10,000 became $15,680 · $16,495+18.2%

+18.6%5 years · per year$10,000 became $23,460 · […][…]

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

6.29%Trailing 12-mo yield$629 · $1,239 a year on $10k12.39%

−12.5%Worst dropSmaller is better−11.5%

15.2%VolatilityLower is calmer16.9%

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

3–4JEPQ wins

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

More Ways to See the Pairs

MLPB vs JEPQ: Top 5 Holdings

Today

MLPB

[…]in top 5

JEPQ

in top 528.6%

MLPBStockJEPQ

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

not top 5GOOG4.4%

not top 5AMZN4.3%

Held in common[…]

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

MLPB vs JEPQ Returns, Every Period

ETRACSMLPB

+19.9%

past year

JEPQJ.P. Morgan

+9.2%

past year

MLPBJEPQFaded: behind in that period

2–1MLPB wins

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

Thematic vs Income: MLPB vs JEPQ

YTD

ETRACSMLPB

+16.9%

JEPQJ.P. Morgan

+6.6%

+16.9%Year to date+6.6%

−12.5%Worst drop · 1Y−11.5%

15.2%Volatility · 1Y16.9%

6.3%Yield12.4%

$211MAssets$40.7B

2–2level

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

Cost, Income and Risk

Fees: MLPB, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

MLPB0.85%$85

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

Yields: MLPB, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

MLPB6.29%$629

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

MLPB$629 − $85 = $544

KeptFee

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

Overlap: MLPB, JEPQ

Today

[…]holdings […]

MLPBJEPQ

MLPB—[…]

JEPQ[…]—

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

Return vs Bumpiness: 2 ETFs

+19.9%MLPB, at 15.2% volatility

MLPBWorst drop−12.5%15.2% 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

JEPQMLPB

+6.6%Year to date+16.9%

12.4%Yield6.3%

+9.2%Past year+19.9%

0.35%Fee0.85%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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