Compare · 3 funds side by side · dividends reinvested

PBUS, JEPQ and JEPI

PBUSInvesco×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,049PBUS · best of the three

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

Story of the three · RiskSmallest drop

PBUS, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco MSCI USA ETFUS Stock Styles · Large cap0.04%1.01%+11.7%+11.7%+21.7%+11.3%−9.0%13.9%$10.6B1.5

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: PBUS 2017 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco MSCI USA ETF · $10.6B$17,049

PBUS

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 49.2% in common

PBUS

More Ways to See the Pairs

PBUS vs JEPQ: Top 5 Holdings

Today

PBUS

26.2%in top 5

JEPQ

in top 527.3%

PBUSStockJEPQ

8.0%AAPL7.2%

6.1%NVDA5.9%

5.6%MSFT5.6%

not top 5GOOG4.3%

3.9%AMZN

Cost, Income and Risk

Fees: PBUS, JEPQ, JEPI

Today

0.04%lowest, PBUS

FundExpense ratioFee$10k

PBUS0.04%$4

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

+11.7%Year to dateJan 1 → Nov 12+7.8%

+11.7%1 yearTotal return+8.8%

+21.7%3 years · per year$10,000 became $18,017 · $16,406+17.9%

+11.3%5 years · per year$10,000 became $17,049 · […][…]

0.04%Expense ratio$4 · $35 a year on $10k · lower is better0.35%

1.01%Trailing 12-mo yield$101 · $1,224 a year on $10k12.24%

−9.0%Worst dropSmaller is better−11.5%

13.9%VolatilityLower is calmer16.9%

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

6–1PBUS wins

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

4.2%

2.6%GOOGLnot top 5

Held in common49.2%

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

PBUS vs JEPQ Returns, Every Period

1Y

InvescoPBUS

+11.7%

past year

JEPQJ.P. Morgan

+8.8%

past year

PBUSJEPQFaded: behind in that period

3–0PBUS wins

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

Stocks vs Income: PBUS vs JEPQ

YTD

InvescoPBUS

+11.7%

JEPQJ.P. Morgan

+7.8%

+11.7%Year to date+7.8%

−9.0%Worst drop · 1Y−11.5%

13.9%Volatility · 1Y16.9%

1.0%Yield12.2%

$10.6BAssets$42.6B

3–1PBUS wins

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

Yields: PBUS, JEPQ, JEPI

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

JEPI7.86%$786

PBUS1.01%$101

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

PBUS$101 − $4 = $97

KeptFee

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

Overlap: PBUS, JEPQ, JEPI

Today

49.2%most shared, PBUS and JEPQ

PBUSJEPQJEPI

PBUS—49.2%39.5%

JEPQ49.2%—28.4%

JEPI39.5%28.4%—

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

Return vs Bumpiness: 3 ETFs

1Y

+11.7%PBUS, at 13.9% volatility

JEPIWorst drop−6.7%9.0% vol

PBUSWorst drop−9.0%13.9% 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

JEPQPBUS

+7.8%Year to date+11.7%

12.2%Yield1.0%

+8.8%Past year+11.7%

0.35%Fee0.04%

3–1PBUS 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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PBUS, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: PBUS, JEPQ, JEPI