Compare · 3 funds side by side · dividends reinvested

NUDM, JEPQ and JEPI

NUDMNuveen×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,641NUDM · best of the three

02 / 04

NUDM, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.9

Nuveen ESG International Developed Markets EquityInternational · Developed0.27%6.93%+7.7%+10.0%+20.0%+7.9%−12.5%16.4%$892M1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

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: NUDM 2017 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG International Developed Markets Equity · $892M$14,641

NUDM

JEPQ

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

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

NUDMMeasureJEPQ

+7.7%Year to dateJan 1 → Nov 3+7.5%

+10.0%1 yearTotal return+8.6%

+20.0%3 years · per year$10,000 became $17,290 · $17,450+20.4%

+7.9%5 years · per year$10,000 became $14,641 · […][…]

0.27%Expense ratio$27 · $35 a year on $10k · lower is better0.35%

6.93%Trailing 12-mo yield$693 · $1,228 a year on $10k12.28%

−12.5%Worst dropSmaller is better−8.8%

16.4%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

NUDM vs JEPQ: Top 5 Holdings

Today

NUDM

13.3%in top 5

JEPQ

in top 527.5%

NUDMStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

4.0%ASML.ASnot top 5

2.6%NOVN.SWnot top 5

2.3%SAP.DEnot top 5

2.3%SIE.DEnot top 5

2.1%ALV.DEnot top 5

Held in common0.0%

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

NUDM vs JEPQ Returns, Every Period

NuveenNUDM

+10.0%

past year

JEPQJ.P. Morgan

+8.6%

past year

NUDMJEPQFaded: behind in that period

2–1NUDM wins

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

International vs Income: NUDM vs JEPQ

YTD

NuveenNUDM

+7.7%

JEPQJ.P. Morgan

+7.5%

+7.7%Year to date+7.5%

−12.5%Worst drop · 1Y−8.8%

16.4%Volatility · 1Y15.5%

6.9%Yield12.3%

$892MAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: NUDM, JEPQ, JEPI

Today

0.27%lowest, NUDM

FundExpense ratioFee$10k

NUDM0.27%$27

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: NUDM, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

NUDM6.93%$693

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

NUDM$693 − $27 = $666

KeptFee

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

Overlap: NUDM, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

NUDMJEPQJEPI

NUDM—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

+10.0%NUDM, at 16.4% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

NUDMWorst drop−12.5%16.4% vol

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

Paid More vs Made More

YTD

JEPQNUDM

+7.5%Year to date+7.7%

12.3%Yield6.9%

+8.6%Past year+10.0%

0.35%Fee0.27%

3–1NUDM wins

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