Compare · 3 funds side by side · dividends reinvested

MLPI, JEPQ and JEPI

MLPINEOS×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,108JEPI · best of the three

02 / 04

MLPI, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

MLP & Energy Infrastructure High Income ETFIncome · Dividend stocks0.68%14.65%+11.4%[…][…][…][…][…]$932M1.7

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.8

Rank among the three1st → 3rdFee, 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: MLPI 2025 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

MLP & Energy Infrastructure High Income ETF · $932M[…]

MLPI

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MLPIMeasureJEPQ

+11.4%Year to dateJan 1 → Nov 5+8.5%

[…]1 yearTotal return+9.3%

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

[…]5 years · per year[…]

0.68%Expense ratio$68 · $35 a year on $10k · lower is better0.35%

14.65%Trailing 12-mo yield$1,465 · $1,217 a year on $10k12.17%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer15.5%

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

2–1MLPI wins

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

More Ways to See the Pairs

MLPI vs JEPQ: Top 5 Holdings

Today

MLPI

32.7%in top 5

JEPQ

in top 528.3%

MLPIStockJEPQ

9.4%WMBnot top 5

not top 5AAPL7.1%

not top 5NVDA6.8%

6.7%KMInot top 5

6.5%OKEnot top 5

not top 5MSFT6.0%

5.2%LNGnot top 5

5.0%TRGPnot top 5

not top 5GOOG4.2%

not top 5AMZN4.2%

Held in common0.0%

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

MLPI vs JEPQ Returns, Every Period

NEOSMLPI

[…]

past year

JEPQJ.P. Morgan

+9.3%

past year

MLPIJEPQFaded: behind in that period

1–0MLPI wins

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

MLPI vs JEPQ

YTD

NEOSMLPI

+11.4%

JEPQJ.P. Morgan

+8.5%

+11.4%Year to date+8.5%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.5%

14.7%Yield12.2%

$932MAssets$42.1B

2–0MLPI wins

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

Cost, Income and Risk

Fees: MLPI, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

MLPI0.68%$68

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

Yields: MLPI, JEPQ, JEPI

14.65%highest, MLPI

FundTrailing yieldYield$10k

MLPI14.65%$1,465

JEPQ12.17%$1,217

JEPI8.09%$809

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

Income After Fees on $10,000

$1,397most kept, MLPI

MLPI$1,465 − $68 = $1,397

JEPQ$1,217 − $35 = $1,182

JEPI$809 − $35 = $774

KeptFee

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

Overlap: MLPI, JEPQ, JEPI

Today

27.0%most shared, JEPQ and JEPI

MLPIJEPQJEPI

MLPI—0.0%0.0%

JEPQ0.0%—27.0%

JEPI0.0%27.0%—

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

Return vs Bumpiness: 3 ETFs

+9.3%JEPQ, at 15.5% volatility

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−8.8%15.5% vol

MLPIWorst drop[…][…]

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

Paid More vs Made More

YTD

MLPIJEPQ

+11.4%Year to date+8.5%

14.7%Yield12.2%

[…]Past year+9.3%

0.68%Fee0.35%

2–1MLPI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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