Compare · 3 funds side by side · dividends reinvested

MVFG, JEPQ and JEPI

MVFGMonarch×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,322JEPI · best of the three

02 / 04

MVFG, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.7

Monarch Volume Factor Global Unconstrained ETFInternational · Global1.41%1.72%+11.7%+8.8%[…][…]−13.8%16.9%$186M2.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: MVFG 2024 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Volume Factor Global Unconstrained ETF · $186M[…]

MVFG

JEPQ

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

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

MVFGMeasureJEPQ

+11.7%Year to dateJan 1 → Nov 3+7.5%

+8.8%1 yearTotal return+8.6%

[…]3 years · per year$10,000 became […] · $17,450+20.4%

[…]5 years · per year[…]

1.41%Expense ratio$141 · $35 a year on $10k · lower is better0.35%

1.72%Trailing 12-mo yield$172 · $1,228 a year on $10k12.28%

−13.8%Worst dropSmaller is better−8.8%

16.9%VolatilityLower is calmer15.5%

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

2–4JEPQ wins

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

More Ways to See the Pairs

MVFG vs JEPQ: Top 5 Holdings

Today

MVFG

21.4%in top 5

JEPQ

in top 527.5%

MVFGStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

4.3%SDYnot top 5

4.3%VSDAnot top 5

4.3%SPYDnot top 5

4.2%FNKnot top 5

4.2%SDOGnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

MVFG vs JEPQ Returns, Every Period

MonarchMVFG

+8.8%

past year

JEPQJ.P. Morgan

+8.6%

past year

MVFGJEPQFaded: behind in that period

2–0MVFG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

International vs Income: MVFG vs JEPQ

YTD

MonarchMVFG

+11.7%

JEPQJ.P. Morgan

+7.5%

+11.7%Year to date+7.5%

−13.8%Worst drop · 1Y−8.8%

16.9%Volatility · 1Y15.5%

1.7%Yield12.3%

$186MAssets$41.8B

3–1JEPQ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MVFG, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

MVFG1.41%$141

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MVFG, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

MVFG1.72%$172

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

MVFG$172 − $141 = $31

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MVFG, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

MVFGJEPQJEPI

MVFG—0.0%0.0%

JEPQ0.0%—26.6%

JEPI0.0%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

MVFGWorst drop−13.8%16.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQMVFG

+7.5%Year to date+11.7%

12.3%Yield1.7%

+8.6%Past year+8.8%

0.35%Fee1.41%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026