Compare · 3 funds side by side · dividends reinvested

MLPR, JEPQ and JEPI

MLPRETRACS×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$31,125MLPR · best of the three

02 / 04

MLPR, 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%$42.6B1.7

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETNUnsorted0.95%10.85%+18.9%+27.1%+22.2%+25.5%−19.4%23.7%$9M1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: MLPR 2020 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ETRACS Quarterly Pay 1.5X Leveraged Alerian MLP Index ETN · $9M$31,125

MLPR

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested

MLPRMeasureJEPQ

+18.9%Year to dateJan 1 → Nov 5+8.5%

+27.1%1 yearTotal return+9.3%

+22.2%3 years · per year$10,000 became $18,266 · $17,406+20.3%

+25.5%5 years · per year$10,000 became $31,125 · […][…]

0.95%Expense ratio$95 · $35 a year on $10k · lower is better0.35%

10.85%Trailing 12-mo yield$1,085 · $1,217 a year on $10k12.17%

−19.4%Worst dropSmaller is better−8.8%

23.7%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

MLPR vs JEPQ: Top 5 Holdings

Today

MLPR

[…]in top 5

JEPQ

in top 528.3%

MLPRStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

Held in common[…]

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

MLPR vs JEPQ Returns, Every Period

ETRACSMLPR

+27.1%

past year

JEPQJ.P. Morgan

+9.3%

past year

MLPRJEPQFaded: behind in that period

3–0MLPR wins

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

Unsorted vs Income: MLPR vs JEPQ

YTD

ETRACSMLPR

+18.9%

JEPQJ.P. Morgan

+8.5%

+18.9%Year to date+8.5%

−19.4%Worst drop · 1Y−8.8%

23.7%Volatility · 1Y15.5%

10.8%Yield12.2%

$9.4MAssets$42.6B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: MLPR, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

MLPR0.95%$95

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

Yields: MLPR, JEPQ, JEPI

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

MLPR10.85%$1,085

JEPI8.09%$809

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

MLPR$1,085 − $95 = $990

JEPI$809 − $35 = $774

KeptFee

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

Overlap: MLPR, JEPQ, JEPI

Today

27.0%most shared, JEPQ and JEPI

MLPRJEPQJEPI

MLPR—[…][…]

JEPQ[…]—27.0%

JEPI[…]27.0%—

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

Return vs Bumpiness: 3 ETFs

+27.1%MLPR, at 23.7% volatility

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−8.8%15.5% vol

MLPRWorst drop−19.4%23.7% vol

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

Paid More vs Made More

YTD

JEPQMLPR

+8.5%Year to date+18.9%

12.2%Yield10.8%

+9.3%Past year+27.1%

0.35%Fee0.95%

2–2level

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%

$120BAssets$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$819B

2–0SPYM wins

End-of-day Nov 5, 2026