Compare · 3 funds side by side · dividends reinvested

MODL, JEPQ and JEPI

MODLVictoryShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,545JEPI · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

MODL, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B1.6

VictoryShares WestEnd U.S. Sector ETFUS Stock Styles · Large cap0.49%0.68%+11.2%+12.0%+21.3%[…]−9.5%12.8%$1.1B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: MODL 2022 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VictoryShares WestEnd U.S. Sector ETF · $1.1B[…]

MODL

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

$10,000 five years ago, dividends reinvested · they hold 42.5% in common

MODL

More Ways to See the Pairs

MODL vs JEPQ: Top 5 Holdings

Today

MODL

22.9%in top 5

JEPQ

in top 527.6%

MODLStockJEPQ

6.2%AAPL7.2%

4.8%NVDA5.9%

4.8%MSFT5.9%

not top 5AMZN4.4%

3.3%GOOG

Cost, Income and Risk

Fees: MODL, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

MODL0.49%$49

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

JEPQ

+11.2%Year to dateJan 1 → Nov 11+8.1%

+12.0%1 yearTotal return+9.0%

+21.3%3 years · per year$10,000 became $17,841 · $16,525+18.2%

[…]5 years · per year[…]

0.49%Expense ratio$49 · $35 a year on $10k · lower is better0.35%

0.68%Trailing 12-mo yield$68 · $1,220 a year on $10k12.20%

−9.5%Worst dropSmaller is better−11.5%

12.8%VolatilityLower is calmer16.9%

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

5–2MODL wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

3.8%GOOGLnot top 5

Held in common42.5%

End-of-day Nov 11, 2026 · share of each fund

MODL vs JEPQ Returns, Every Period

1Y

VictorySharesMODL

+12.0%

past year

JEPQJ.P. Morgan

+9.0%

past year

MODLJEPQFaded: behind in that period

3–0MODL wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: MODL vs JEPQ

YTD

VictorySharesMODL

+11.2%

JEPQJ.P. Morgan

+8.1%

+11.2%Year to date+8.1%

−9.5%Worst drop · 1Y−11.5%

12.8%Volatility · 1Y16.9%

0.7%Yield12.2%

$1.1BAssets$42.0B

3–1MODL wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: MODL, JEPQ, JEPI

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

JEPI7.84%$784

MODL0.68%$68

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

JEPI$784 − $35 = $749

MODL$68 − $49 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: MODL, JEPQ, JEPI

Today

42.5%most shared, MODL and JEPQ

MODLJEPQJEPI

MODL—42.5%36.8%

JEPQ42.5%—28.3%

JEPI36.8%28.3%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.0%MODL, at 12.8% volatility

JEPIWorst drop−6.7%9.0% vol

MODLWorst drop−9.5%12.8% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQMODL

+8.1%Year to date+11.2%

12.2%Yield0.7%

+9.0%Past year+12.0%

0.35%Fee0.49%

2–2level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

Loading…

MODL, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: MODL, JEPQ, JEPI