Compare · 3 funds side by side · dividends reinvested

NFLT, JEPQ and JEPI

NFLTVirtus×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,429JEPI · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

NFLT, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B1.9

Virtus Newfleet Multi-Sector Bond ETFBonds & Cash · Other bonds0.50%5.54%+0.8%+1.4%+7.1%+2.8%−3.0%4.3%$568M2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: NFLT 2015 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Virtus Newfleet Multi-Sector Bond ETF · $568M$11,491

NFLT

JEPQ

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

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

NFLT

More Ways to See the Pairs

NFLT vs JEPQ: Top 5 Holdings

Today

NFLT

2.7%in top 5

JEPQ

in top 528.0%

NFLTStockJEPQ

not top 5AAPL7.2%

not top 5NVDA6.2%

not top 5MSFT6.0%

not top 5AMZN4.3%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: NFLT, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

NFLT0.50%$50

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

JEPQ

+0.8%Year to dateJan 1 → Nov 10+6.0%

+1.4%1 yearTotal return+8.8%

+7.1%3 years · per year$10,000 became $12,270 · $16,284+17.6%

+2.8%5 years · per year$10,000 became $11,491 · […][…]

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

5.54%Trailing 12-mo yield$554 · $1,245 a year on $10k12.45%

−3.0%Worst dropSmaller is better−11.5%

4.3%VolatilityLower is calmer16.9%

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

2–5JEPQ wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.4%JNKnot top 5

0.2%HYGnot top 5

0.0%GOOGMnot top 5

0.0%GOOGNnot top 5

0.0%EPR-PCnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

NFLT vs JEPQ Returns, Every Period

1Y

VirtusNFLT

+1.4%

past year

JEPQJ.P. Morgan

+8.8%

past year

NFLTJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Bonds vs Income: NFLT vs JEPQ

YTD

VirtusNFLT

+0.8%

JEPQJ.P. Morgan

+6.0%

+0.8%Year to date+6.0%

−3.0%Worst drop · 1Y−11.5%

4.3%Volatility · 1Y16.9%

5.5%Yield12.4%

$568MAssets$42.0B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: NFLT, JEPQ, JEPI

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

JEPI7.92%$792

NFLT5.54%$554

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

JEPI$792 − $35 = $757

NFLT$554 − $50 = $504

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: NFLT, JEPQ, JEPI

Today

27.8%most shared, JEPQ and JEPI

NFLTJEPQJEPI

NFLT—0.0%0.0%

JEPQ0.0%—27.8%

JEPI0.0%27.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

NFLTWorst drop−3.0%4.3% vol

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQJEPI

+6.0%Year to date+7.6%

12.4%Yield7.9%

+8.8%Past year+10.6%

0.35%Fee0.35%

2–1JEPI wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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NFLT, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: NFLT, JEPQ, JEPI