Compare OARK and JEPQ

OARK and JEPQ, 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%$41.8B1.3

YieldMax Innovation Option Income Strategy ETFIncome · Premium income1.00%52.42%+4.6%−7.2%+20.8%[…]−22.5%29.6%$38M1.7

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: OARK 2022 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

YieldMax Innovation Option Income Strategy ETF · $38M[…]

OARK

JEPQ

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

$10,000 five years ago, dividends reinvested

OARKMeasureJEPQ

+4.6%Year to dateJan 1 → Nov 3+7.5%

−7.2%1 yearTotal return+8.6%

+20.8%3 years · per year$10,000 became $17,615 · $17,450+20.4%

[…]5 years · per year[…]

1.00%Expense ratio$100 · $35 a year on $10k · lower is better0.35%

52.42%Trailing 12-mo yield$5,242 · $1,228 a year on $10k12.28%

−22.5%Worst dropSmaller is better−8.8%

29.6%VolatilityLower is calmer15.5%

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

2–5JEPQ wins

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

More Ways to See the Pairs

OARK vs JEPQ: Top 5 Holdings

Today

OARK

[…]in top 5

JEPQ

in top 527.5%

OARKStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

Held in common[…]

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

OARK vs JEPQ Returns, Every Period

1Y

YieldMaxOARK

−7.2%

past year

JEPQJ.P. Morgan

+8.6%

past year

OARKJEPQFaded: behind in that period

1–2JEPQ wins

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

OARK vs JEPQ

YTD

YieldMaxOARK

+4.6%

JEPQJ.P. Morgan

+7.5%

+4.6%Year to date+7.5%

−22.5%Worst drop · 1Y−8.8%

29.6%Volatility · 1Y15.5%

52.4%Yield12.3%

$37.7MAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: OARK, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

OARK1.00%$100

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

Yields: OARK, JEPQ

1Y

52.42%highest, OARK

FundTrailing yieldYield$10k

OARK52.42%$5,242

JEPQ12.28%$1,228

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

Income After Fees on $10,000

1Y

$5,142most kept, OARK

OARK$5,242 − $100 = $5,142

JEPQ$1,228 − $35 = $1,193

KeptFee

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

Overlap: OARK, JEPQ

Today

[…]holdings […]

OARKJEPQ

OARK—[…]

JEPQ[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+8.6%JEPQ, at 15.5% volatility

JEPQWorst drop−8.8%15.5% vol

OARKWorst drop−22.5%29.6% vol

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

Paid More vs Made More

YTD

OARKJEPQ

+4.6%Year to date+7.5%

52.4%Yield12.3%

−7.2%Past year+8.6%

1.00%Fee0.35%

3–1JEPQ 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