Compare · 3 funds side by side · dividends reinvested

PBAP, JEPQ and JEPI

PBAPPGIM×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,448JEPI · best of the three

02 / 04

PBAP, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PGIM S&P 500 Buffer 20 ETF - AprilDefined Outcome · Buffer0.50%0.00%+9.5%+11.3%[…][…]−1.4%3.8%$39M1.7

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: PBAP 2024 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

PGIM S&P 500 Buffer 20 ETF - April · $39M[…]

PBAP

JEPQ

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

$10,000 five years ago, dividends reinvested

PBAPMeasureJEPQ

+9.5%Year to dateJan 1 → Nov 9+6.6%

+11.3%1 yearTotal return+9.2%

[…]3 years · per year$10,000 became […] · $16,495+18.2%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $1,239 a year on $10k12.39%

−1.4%Worst dropSmaller is better−11.5%

3.8%VolatilityLower is calmer16.9%

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

4–2PBAP wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PBAP vs JEPQ: Top 5 Holdings

Today

PBAP

[…]in top 5

JEPQ

in top 528.6%

PBAPStockJEPQ

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

not top 5GOOG4.4%

not top 5AMZN4.3%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

PBAP vs JEPQ Returns, Every Period

PGIMPBAP

+11.3%

past year

JEPQJ.P. Morgan

+9.2%

past year

PBAPJEPQFaded: behind in that period

2–0PBAP wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: PBAP vs JEPQ

YTD

PGIMPBAP

+9.5%

JEPQJ.P. Morgan

+6.6%

+9.5%Year to date+6.6%

−1.4%Worst drop · 1Y−11.5%

3.8%Volatility · 1Y16.9%

0.0%Yield12.4%

$38.7MAssets$40.7B

3–1PBAP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PBAP, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

PBAP0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PBAP, JEPQ, JEPI

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

JEPI7.93%$793

PBAP0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

JEPI$793 − $35 = $758

PBAP$0 − $50 = −$50

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PBAP, JEPQ, JEPI

Today

27.5%most shared, JEPQ and JEPI

PBAPJEPQJEPI

PBAP—[…][…]

JEPQ[…]—27.5%

JEPI[…]27.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.3%PBAP, at 3.8% volatility

PBAPWorst drop−1.4%3.8% vol

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQPBAP

+6.6%Year to date+9.5%

12.4%Yield0.0%

+9.2%Past year+11.3%

0.35%Fee0.50%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026