Compare · 3 funds side by side · dividends reinvested

MMIT, JEPQ and JEPI

MMITNY Life Investments×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,510JEPI · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

MMIT, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B1.9

NYLI MacKay Muni Intermediate ETFBonds & Cash · Municipal0.40%3.69%+0.7%+0.8%+3.9%+1.0%−5.9%3.2%$1.7B2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: MMIT 2017 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

NYLI MacKay Muni Intermediate ETF · $1.7B$10,532

MMIT

JEPQ

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

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

MMIT

More Ways to See the Pairs

MMIT vs JEPQ: Top 5 Holdings

Today

MMIT

0.4%in top 5

JEPQ

in top 527.3%

MMITStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN4.2%

Cost, Income and Risk

Fees: MMIT, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

MMIT0.40%$40

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

JEPQ

+0.7%Year to dateJan 1 → Nov 12+7.8%

+0.8%1 yearTotal return+8.8%

+3.9%3 years · per year$10,000 became $11,223 · $16,406+17.9%

+1.0%5 years · per year$10,000 became $10,532 · […][…]

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

3.69%Trailing 12-mo yield$369 · $1,224 a year on $10k12.24%

−5.9%Worst dropSmaller is better−11.5%

3.2%VolatilityLower is calmer16.9%

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

2–5JEPQ wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.4%CASHnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

MMIT vs JEPQ Returns, Every Period

1Y

NY Life InvestmentsMMIT

+0.8%

past year

JEPQJ.P. Morgan

+8.8%

past year

MMITJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Bonds vs Income: MMIT vs JEPQ

YTD

NY Life InvestmentsMMIT

+0.7%

JEPQJ.P. Morgan

+7.8%

+0.7%Year to date+7.8%

−5.9%Worst drop · 1Y−11.5%

3.2%Volatility · 1Y16.9%

3.7%Yield12.2%

$1.7BAssets$41.8B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: MMIT, JEPQ, JEPI

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

JEPI7.86%$786

MMIT3.69%$369

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

JEPI$786 − $35 = $751

MMIT$369 − $40 = $329

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: MMIT, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

MMITJEPQJEPI

MMIT—0.0%0.0%

JEPQ0.0%—28.4%

JEPI0.0%28.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.1%JEPI, at 9.0% volatility

MMITWorst drop−5.9%3.2% vol

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQJEPI

+7.8%Year to date+8.3%

12.2%Yield7.9%

+8.8%Past year+10.1%

0.35%Fee0.35%

2–1JEPI wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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MMIT, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: MMIT, JEPQ, JEPI