Compare · 2 funds side by side · dividends reinvested

OUSA and JEPQ

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,655OUSA · best of the two

02 / 04

OUSA and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS Funds O’Shares U.S. Quality Dividend ETFIncome · Dividend stocks0.48%1.34%+10.9%+14.6%+16.6%+9.4%−8.4%11.3%$737M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: OUSA 2015 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Funds O’Shares U.S. Quality Dividend ETF · $737M$15,655

OUSA

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 22.9% in common

OUSAMeasureJEPQ

+10.9%Year to dateJan 1 → Nov 6+3.2%

+14.6%1 yearTotal return+4.5%

+16.6%3 years · per year$10,000 became $15,867 · $16,202+17.4%

+9.4%5 years · per year$10,000 became $15,655 · […][…]

0.48%Expense ratio$48 · $35 a year on $10k · lower is better0.35%

1.34%Trailing 12-mo yield$134 · $1,279 a year on $10k12.79%

−8.4%Worst dropSmaller is better−11.5%

11.3%VolatilityLower is calmer16.7%

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

4–3OUSA wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OUSA vs JEPQ: Top 5 Holdings

Today

OUSA

25.5%in top 5

JEPQ

in top 528.9%

OUSAStockJEPQ

5.0%AAPL7.4%

not top 5NVDA6.6%

5.1%MSFT6.1%

5.4%Vnot top 5

5.1%MAnot top 5

4.8%JNJnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common22.9%

End-of-day Nov 6, 2026 · share of each fund

OUSA vs JEPQ Returns, Every Period

ALPSOUSA

+14.6%

past year

JEPQJ.P. Morgan

+4.5%

past year

OUSAJEPQFaded: behind in that period

2–1OUSA wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

OUSA vs JEPQ

YTD

ALPSOUSA

+10.9%

JEPQJ.P. Morgan

+3.2%

+10.9%Year to date+3.2%

−8.4%Worst drop · 1Y−11.5%

11.3%Volatility · 1Y16.7%

1.3%Yield12.8%

$737MAssets$40.7B

3–1OUSA wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OUSA, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

OUSA0.48%$48

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: OUSA, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

OUSA1.34%$134

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

OUSA$134 − $48 = $86

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: OUSA, JEPQ

Today

22.9%most shared, OUSA and JEPQ

OUSAJEPQ

OUSA—22.9%

JEPQ22.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.6%OUSA, at 11.3% volatility

OUSAWorst drop−8.4%11.3% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQOUSA

+3.2%Year to date+10.9%

12.8%Yield1.3%

+4.5%Past year+14.6%

0.35%Fee0.48%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026