Compare · 2 funds side by side · dividends reinvested

NUMV and JEPQ

NUMVNuveen×JEPQJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,996NUMV · best of the two

Story of the two · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the two · RiskSmallest drop

NUMV and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG Mid-Cap ValueUS Stock Styles · Mid cap0.31%1.31%+17.5%+20.1%+20.1%+7.0%−8.7%12.9%$434M1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: NUMV 2016 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Nuveen ESG Mid-Cap Value · $434M$13,996

NUMV

JEPQ

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

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

NUMVMeasureJEPQ

+17.5%

More Ways to See the Pairs

NUMV vs JEPQ: Top 5 Holdings

Today

NUMV

11.3%in top 5

JEPQ

in top 527.6%

NUMVStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.9%

not top 5AMZN4.4%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: NUMV, JEPQ

Today

0.31%lowest, NUMV

FundExpense ratioFee$10k

NUMV0.31%$31

JEPQ0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: NUMV, JEPQ

1Y

12.20%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+8.1%

+20.1%1 yearTotal return+9.0%

+20.1%3 years · per year$10,000 became $17,327 · $16,525+18.2%

+7.0%5 years · per year$10,000 became $13,996 · […][…]

0.31%Expense ratio$31 · $35 a year on $10k · lower is better0.35%

1.31%Trailing 12-mo yield$131 · $1,220 a year on $10k12.20%

−8.7%Worst dropSmaller is better−11.5%

12.9%VolatilityLower is calmer16.9%

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

6–1NUMV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%CAHnot top 5

2.4%URInot top 5

2.1%EDnot top 5

2.1%CCInot top 5

2.1%VMRKnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

NUMV vs JEPQ Returns, Every Period

1Y

NuveenNUMV

+20.1%

past year

JEPQJ.P. Morgan

+9.0%

past year

NUMVJEPQFaded: behind in that period

3–0NUMV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: NUMV vs JEPQ

YTD

NuveenNUMV

+17.5%

JEPQJ.P. Morgan

+8.1%

+17.5%Year to date+8.1%

−8.7%Worst drop · 1Y−11.5%

12.9%Volatility · 1Y16.9%

1.3%Yield12.2%

$434MAssets$41.8B

3–1NUMV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPQ12.20%$1,220

NUMV1.31%$131

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

NUMV$131 − $31 = $100

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: NUMV, JEPQ

Today

0.0%most shared, NUMV and JEPQ

NUMVJEPQ

NUMV—0.0%

JEPQ0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+20.1%NUMV, at 12.9% volatility

NUMVWorst drop−8.7%12.9% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQNUMV

+8.1%Year to date+17.5%

12.2%Yield1.3%

+9.0%Past year+20.1%

0.35%Fee0.31%

3–1NUMV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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NUMV and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two