Compare · 2 funds side by side · dividends reinvested

MSOS and JEPQ

MSOSAdvisorShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$1,569MSOS · best of the two

02 / 04

MSOS and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.0

AdvisorShares Pure US Cannabis ETFUS Stock Styles · Large cap0.75%0.00%−10.2%−0.9%−7.7%−31.0%−52.9%93.5%$769M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: MSOS 2020 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

AdvisorShares Pure US Cannabis ETF · $769M$1,569

MSOS

JEPQ

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

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

MSOSMeasureJEPQ

−10.2%Year to dateJan 1 → Nov 6+3.2%

−0.9%1 yearTotal return+4.5%

−7.7%3 years · per year$10,000 became $7,866 · $16,202+17.4%

−31.0%5 years · per year$10,000 became $1,569 · […][…]

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $1,279 a year on $10k12.79%

−52.9%Worst dropSmaller is better−11.5%

93.5%VolatilityLower is calmer16.7%

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

0–7JEPQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MSOS vs JEPQ: Top 5 Holdings

Today

MSOS

55.2%in top 5

JEPQ

in top 528.9%

MSOSStockJEPQ

21.4%TRLVnot top 5

18.5%CURLFnot top 5

9.8%GTBIFnot top 5

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

3.4%VRNOnot top 5

2.2%CRLBFnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

MSOS vs JEPQ Returns, Every Period

AdvisorSharesMSOS

−0.9%

past year

JEPQJ.P. Morgan

+4.5%

past year

MSOSJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: MSOS vs JEPQ

YTD

AdvisorSharesMSOS

−10.2%

JEPQJ.P. Morgan

+3.2%

−10.2%Year to date+3.2%

−52.9%Worst drop · 1Y−11.5%

93.5%Volatility · 1Y16.7%

0.0%Yield12.8%

$769MAssets$42.6B

4–0JEPQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSOS, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

MSOS0.75%$75

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MSOS, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

MSOS0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

MSOS$0 − $75 = −$75

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MSOS, JEPQ

Today

0.0%most shared, MSOS and JEPQ

MSOSJEPQ

MSOS—0.0%

JEPQ0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.5%JEPQ, at 16.7% volatility

JEPQWorst drop−11.5%16.7% vol

MSOSWorst drop−52.9%93.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQMSOS

+3.2%Year to date−10.2%

12.8%Yield0.0%

+4.5%Past year−0.9%

0.35%Fee0.75%

4–0JEPQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026