Compare · 2 funds side by side · dividends reinvested

OPER and JEPQ

OPERClearShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,139OPER · best of the two

02 / 04

OPER and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.4

ClearShares Ultra-Short Maturity ETFBonds & Cash · Ultra-short0.20%3.72%+3.2%+3.8%+4.6%+4.0%−0.1%0.3%$113M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: OPER 2018 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

ClearShares Ultra-Short Maturity ETF · $113M$12,139

OPER

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

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

OPERMeasureJEPQ

+3.2%Year to dateJan 1 → Nov 5+8.5%

+3.8%1 yearTotal return+9.3%

+4.6%3 years · per year$10,000 became $11,440 · $17,406+20.3%

+4.0%5 years · per year$10,000 became $12,139 · […][…]

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

3.72%Trailing 12-mo yield$372 · $1,217 a year on $10k12.17%

−0.1%Worst dropSmaller is better−8.8%

0.3%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

OPER vs JEPQ: Top 5 Holdings

Today

OPER

100.0%in top 5

JEPQ

in top 528.3%

OPERStockJEPQ

44.4%OPER1109not top 5

44.4%OPER1105not top 5

not top 5AAPL7.1%

not top 5NVDA6.8%

6.7%OPER1105not top 5

not top 5MSFT6.0%

4.5%OPER1105not top 5

not top 5GOOG4.2%

not top 5AMZN4.2%

0.0%FGXXXnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

OPER vs JEPQ Returns, Every Period

ClearSharesOPER

+3.8%

past year

JEPQJ.P. Morgan

+9.3%

past year

OPERJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Income: OPER vs JEPQ

YTD

ClearSharesOPER

+3.2%

JEPQJ.P. Morgan

+8.5%

+3.2%Year to date+8.5%

−0.1%Worst drop · 1Y−8.8%

0.3%Volatility · 1Y15.5%

3.7%Yield12.2%

$113MAssets$42.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OPER, JEPQ

Today

0.20%lowest, OPER

FundExpense ratioFee$10k

OPER0.20%$20

JEPQ0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: OPER, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

OPER3.72%$372

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

OPER$372 − $20 = $352

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: OPER, JEPQ

Today

0.0%most shared, OPER and JEPQ

OPERJEPQ

OPER—0.0%

JEPQ0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

OPERWorst drop−0.1%0.3% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQOPER

+8.5%Year to date+3.2%

12.2%Yield3.7%

+9.3%Past year+3.8%

0.35%Fee0.20%

3–1JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026