Compare · 3 funds side by side · dividends reinvested

ONEY, JEPQ and JEPI

ONEYSPDR×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,308ONEY · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

ONEY, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Russell 1000 Yield Focus ETFUS Stock Styles · Large cap0.20%2.80%+22.8%+24.6%+18.6%+10.3%−9.1%12.9%$697M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: ONEY 2015 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Russell 1000 Yield Focus ETF · $697M$16,308

ONEY

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

ONEY

More Ways to See the Pairs

ONEY vs JEPQ: Top 5 Holdings

Today

ONEY

11.4%in top 5

JEPQ

in top 527.3%

ONEYStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN4.2%

Cost, Income and Risk

Fees: ONEY, JEPQ, JEPI

Today

0.20%lowest, ONEY

FundExpense ratioFee$10k

ONEY0.20%$20

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

JEPQ

+22.8%Year to dateJan 1 → Nov 12+7.8%

+24.6%1 yearTotal return+8.8%

+18.6%3 years · per year$10,000 became $16,677 · $16,406+17.9%

+10.3%5 years · per year$10,000 became $16,308 · […][…]

0.20%Expense ratio$20 · $35 a year on $10k · lower is better0.35%

2.80%Trailing 12-mo yield$280 · $1,224 a year on $10k12.24%

−9.1%Worst dropSmaller is better−11.5%

12.9%VolatilityLower is calmer16.9%

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

6–1ONEY wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.8%PGRnot top 5

2.2%CMCSAnot top 5

2.1%ACNnot top 5

1.9%ALLnot top 5

1.5%EOGnot top 5

Held in common0.8%

End-of-day Nov 12, 2026 · share of each fund

ONEY vs JEPQ Returns, Every Period

1Y

SPDRONEY

+24.6%

past year

JEPQJ.P. Morgan

+8.8%

past year

ONEYJEPQFaded: behind in that period

3–0ONEY wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ONEY vs JEPQ

YTD

SPDRONEY

+22.8%

JEPQJ.P. Morgan

+7.8%

+22.8%Year to date+7.8%

−9.1%Worst drop · 1Y−11.5%

12.9%Volatility · 1Y16.9%

2.8%Yield12.2%

$697MAssets$42.6B

3–1ONEY wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: ONEY, JEPQ, JEPI

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

JEPI7.86%$786

ONEY2.80%$280

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

JEPI$786 − $35 = $751

ONEY$280 − $20 = $260

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: ONEY, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

ONEYJEPQJEPI

ONEY—0.8%4.6%

JEPQ0.8%—28.4%

JEPI4.6%28.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.6%ONEY, at 12.9% volatility

JEPIWorst drop−6.7%9.0% vol

ONEYWorst drop−9.1%12.9% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQONEY

+7.8%Year to date+22.8%

12.2%Yield2.8%

+8.8%Past year+24.6%

0.35%Fee0.20%

3–1ONEY wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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ONEY, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: ONEY, JEPQ, JEPI