Compare · 3 funds side by side · dividends reinvested

PAPI, JEPQ and QQQ

PAPIEaton Vance×JEPQJ.P. Morgan×QQQInvesco×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,509QQQ · best of the three

02 / 04

PAPI, JEPQ and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$561M1.6

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.3

Rank among the three1st → 3rdFee, 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: PAPI 2023 · JEPQ 2022 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

PAPI

Parametric Equity Premium Income ETF · $561M[…]

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

JEPQMeasurePAPI

+3.2%Year to dateJan 1 → Nov 6+17.3%

+4.5%1 yearTotal return+21.3%

+17.4%3 years · per year$10,000 became $16,202 · $14,556+13.3%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $29 a year on $10k · lower is better0.29%

12.79%Trailing 12-mo yield$1,279 · $731 a year on $10k7.31%

−11.5%Worst dropSmaller is better−6.9%

16.7%VolatilityLower is calmer10.4%

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

2–5PAPI wins

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

More Ways to See the Pairs

JEPQ vs PAPI: Top 5 Holdings

Today

JEPQ

28.9%in top 5

PAPI

in top 53.1%

JEPQStockPAPI

7.4%AAPLnot top 5

6.6%NVDAnot top 5

6.1%MSFTnot top 5

4.4%GOOGnot top 5

4.4%AMZNnot top 5

not top 5BMI0.6%

not top 5PII0.6%

not top 5APAM0.6%

not top 5HAS0.6%

not top 5THO0.6%

Held in common6.3%

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

JEPQ vs PAPI Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

PAPIEaton Vance

+21.3%

past year

JEPQPAPIFaded: behind in that period

1–2PAPI wins

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

JEPQ vs PAPI

YTD

J.P. MorganJEPQ

+3.2%

PAPIEaton Vance

+17.3%

+3.2%Year to date+17.3%

−11.5%Worst drop · 1Y−6.9%

16.7%Volatility · 1Y10.4%

12.8%Yield7.3%

$42.6BAssets$561M

3–1PAPI wins

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

Cost, Income and Risk

Fees: PAPI, JEPQ, QQQ

Today

0.18%lowest, QQQ

FundExpense ratioFee$10k

QQQ0.18%$18

PAPI0.29%$29

JEPQ0.35%$35

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

Yields: PAPI, JEPQ, QQQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

PAPI7.31%$731

QQQ0.47%$47

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

PAPI$731 − $29 = $702

QQQ$47 − $18 = $29

KeptFee

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

Overlap: PAPI, JEPQ, QQQ

Today

72.3%most shared, JEPQ and QQQ

PAPIJEPQQQQ

PAPI—6.3%7.2%

JEPQ6.3%—72.3%

QQQ7.2%72.3%—

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

Return vs Bumpiness: 3 ETFs

+21.3%PAPI, at 10.4% volatility

PAPIWorst drop−6.9%10.4% vol

JEPQWorst drop−11.5%16.7% vol

QQQWorst drop−14.8%21.3% vol

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

Paid More vs Made More

YTD

JEPQPAPI

+3.2%Year to date+17.3%

12.8%Yield7.3%

+4.5%Past year+21.3%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

0.94% · $94Fee · on $10k a year0.18% · $18

$27.1BAssets$469B

2–0QQQ wins

End-of-day Nov 6, 2026