Compare MVAL and JEPQ

MVAL 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%$42.1B1.4

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.51%+15.9%+21.7%[…][…]−12.2%15.0%$3M1.5

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: MVAL 2024 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M[…]

MVAL

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 12.5% in common

MVALMeasureJEPQ

+15.9%Year to dateJan 1 → Nov 5+8.5%

+21.7%1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $17,406+20.3%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

1.51%Trailing 12-mo yield$151 · $1,217 a year on $10k12.17%

−12.2%Worst dropSmaller is better−8.8%

15.0%VolatilityLower is calmer15.5%

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

3–3Level

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

More Ways to See the Pairs

MVAL vs JEPQ: Top 5 Holdings

Today

MVAL

24.5%in top 5

JEPQ

in top 528.3%

MVALStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

5.2%GEHCnot top 5

4.9%DHRnot top 5

4.8%ZBHnot top 5

4.8%BRnot top 5

4.7%BF-Bnot top 5

not top 5GOOG4.2%

not top 5AMZN4.2%

Held in common12.5%

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

MVAL vs JEPQ Returns, Every Period

1Y

VanEckMVAL

+21.7%

past year

JEPQJ.P. Morgan

+9.3%

past year

MVALJEPQFaded: behind in that period

2–0MVAL wins

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

Stocks vs Income: MVAL vs JEPQ

YTD

VanEckMVAL

+15.9%

JEPQJ.P. Morgan

+8.5%

+15.9%Year to date+8.5%

−12.2%Worst drop · 1Y−8.8%

15.0%Volatility · 1Y15.5%

1.5%Yield12.2%

$3.1MAssets$42.1B

2–2level

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

Cost, Income and Risk

Fees: MVAL, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

MVAL0.50%$50

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

Yields: MVAL, JEPQ

1Y

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

MVAL1.51%$151

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

Income After Fees on $10,000

1Y

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

MVAL$151 − $50 = $101

KeptFee

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

Overlap: MVAL, JEPQ

Today

12.5%most shared, MVAL and JEPQ

MVALJEPQ

MVAL—12.5%

JEPQ12.5%—

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

Return vs Bumpiness: 2 ETFs

1Y

+21.7%MVAL, at 15.0% volatility

MVALWorst drop−12.2%15.0% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQMVAL

+8.5%Year to date+15.9%

12.2%Yield1.5%

+9.3%Past year+21.7%

0.35%Fee0.50%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026