Compare · 2 funds side by side · dividends reinvested

MTUM and JEPQ

MTUMiShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,927MTUM · best of the two

02 / 04

MTUM and JEPQ, 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%$42.1B1.3

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%2.96%+0.4%+1.1%+23.1%+6.8%−27.3%29.2%$17.0B1.6

Rank among the two1st → 2ndFee, 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: MTUM 2013 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Momentum Factor ETF · $17.0B$13,927

MTUM

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 22.9% in common

MTUMMeasureJEPQ

+0.4%Year to dateJan 1 → Nov 5+8.5%

+1.1%1 yearTotal return+9.3%

+23.1%3 years · per year$10,000 became $18,653 · $17,406+20.3%

+6.8%5 years · per year$10,000 became $13,927 · […][…]

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

2.96%Trailing 12-mo yield$296 · $1,217 a year on $10k12.17%

−27.3%Worst dropSmaller is better−8.8%

29.2%VolatilityLower is calmer15.5%

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

2–5JEPQ wins

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

More Ways to See the Pairs

MTUM vs JEPQ: Top 5 Holdings

Today

MTUM

21.2%in top 5

JEPQ

in top 528.3%

MTUMStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

5.8%AMDnot top 5

4.7%MUnot top 5

not top 5GOOG4.2%

not top 5AMZN4.2%

3.9%JNJnot top 5

3.7%CSCOnot top 5

3.1%XOMnot top 5

Held in common22.9%

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

MTUM vs JEPQ Returns, Every Period

iSharesMTUM

+1.1%

past year

JEPQJ.P. Morgan

+9.3%

past year

MTUMJEPQFaded: behind in that period

1–2JEPQ wins

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

Stocks vs Income: MTUM vs JEPQ

YTD

iSharesMTUM

+0.4%

JEPQJ.P. Morgan

+8.5%

+0.4%Year to date+8.5%

−27.3%Worst drop · 1Y−8.8%

29.2%Volatility · 1Y15.5%

3.0%Yield12.2%

$17.0BAssets$42.1B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: MTUM, JEPQ

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

JEPQ0.35%$35

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

Yields: MTUM, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

MTUM2.96%$296

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

MTUM$296 − $15 = $281

KeptFee

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

Overlap: MTUM, JEPQ

Today

22.9%most shared, MTUM and JEPQ

MTUMJEPQ

MTUM—22.9%

JEPQ22.9%—

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

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

JEPQWorst drop−8.8%15.5% vol

MTUMWorst drop−27.3%29.2% vol

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

Paid More vs Made More

YTD

JEPQMTUM

+8.5%Year to date+0.4%

12.2%Yield3.0%

+9.3%Past year+1.1%

0.35%Fee0.15%

3–1JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

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