Compare · 2 funds side by side · dividends reinvested

NLR and JEPI

NLRVanEck×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,812NLR · best of the two

02 / 04

NLR 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%$46.0B1.3

VanEck Uranium and Nuclear ETFThematic · Nuclear & uranium0.52%3.52%−27.5%−40.5%+13.1%+12.2%−45.5%43.9%$3.0B1.8

Rank among the two1st → 2ndFee, 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: NLR 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Uranium and Nuclear ETF · $3.0B$17,812

NLR

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

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

NLRMeasureJEPI

−27.5%Year to dateJan 1 → Nov 3+7.0%

−40.5%1 yearTotal return+9.8%

+13.1%3 years · per year$10,000 became $14,455 · $14,201+12.4%

+12.2%5 years · per year$10,000 became $17,812 · $14,322+7.4%

0.52%Expense ratio$52 · $35 a year on $10k · lower is better0.35%

3.52%Trailing 12-mo yield$352 · $796 a year on $10k7.96%

−45.5%Worst dropSmaller is better−6.7%

43.9%VolatilityLower is calmer7.9%

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

2–6JEPI wins

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

More Ways to See the Pairs

NLR vs JEPI: Top 5 Holdings

Today

NLR

41.5%in top 5

JEPI

in top 59.5%

NLRStockJEPI

9.7%PEGnot top 5

9.5%CEGnot top 5

7.9%CCJnot top 5

7.6%FORTUM.Hnot top 5

6.8%BWXTnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common0.0%

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

NLR vs JEPI Returns, Every Period

VanEckNLR

+12.2%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

NLRJEPIFaded: behind in that period

2–2Level

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

Thematic vs Income: NLR vs JEPI

YTD

VanEckNLR

−27.5%

JEPIJ.P. Morgan

+7.0%

−27.5%Year to date+7.0%

−45.5%Worst drop · 1Y−6.7%

43.9%Volatility · 1Y7.9%

3.5%Yield8.0%

$3.0BAssets$46.0B

4–0JEPI wins

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

Cost, Income and Risk

Fees: NLR, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

NLR0.52%$52

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

Yields: NLR, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

NLR3.52%$352

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

NLR$352 − $52 = $300

KeptFee

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

Overlap: NLR, JEPI

Today

0.0%most shared, NLR and JEPI

NLRJEPI

NLR—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

NLRWorst drop−45.5%43.9% vol

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

Paid More vs Made More

YTD

JEPINLR

+7.0%Year to date−27.5%

8.0%Yield3.5%

+9.8%Past year−40.5%

0.35%Fee0.52%

4–0JEPI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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