Compare · 2 funds side by side · dividends reinvested

PFF and JEPQ

PFFiShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,715PFF · best of the two

02 / 04

PFF and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.3

iShares Preferred and Income Securities ETFIncome · Dividend stocks0.45%5.79%−4.4%−3.9%+5.5%−0.6%−8.6%8.1%$11.5B1.6

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: PFF 2007 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Preferred and Income Securities ETF · $11.5B$9,715

PFF

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

PFFMeasureJEPQ

−4.4%Year to dateJan 1 → Nov 6+3.2%

−3.9%1 yearTotal return+4.5%

+5.5%3 years · per year$10,000 became $11,726 · $16,202+17.4%

−0.6%5 years · per year$10,000 became $9,715 · […][…]

0.45%Expense ratio$45 · $35 a year on $10k · lower is better0.35%

5.79%Trailing 12-mo yield$579 · $1,279 a year on $10k12.79%

−8.6%Worst dropSmaller is better−11.5%

8.1%VolatilityLower is calmer16.7%

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

2–5JEPQ wins

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

More Ways to See the Pairs

PFF vs JEPQ: Top 5 Holdings

Today

PFF

13.1%in top 5

JEPQ

in top 528.9%

PFFStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

3.5%STRCnot top 5

3.2%BAnot top 5

2.1%WFC-PLnot top 5

2.1%GOOGMnot top 5

2.1%GOOGNnot top 5

Held in common0.3%

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

PFF vs JEPQ Returns, Every Period

iSharesPFF

−3.9%

past year

JEPQJ.P. Morgan

+4.5%

past year

PFFJEPQFaded: behind in that period

0–3JEPQ wins

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

PFF vs JEPQ

YTD

iSharesPFF

−4.4%

JEPQJ.P. Morgan

+3.2%

−4.4%Year to date+3.2%

−8.6%Worst drop · 1Y−11.5%

8.1%Volatility · 1Y16.7%

5.8%Yield12.8%

$11.5BAssets$42.6B

2–2level

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

Cost, Income and Risk

Fees: PFF, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

PFF0.45%$45

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

Yields: PFF, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

PFF5.79%$579

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

PFF$579 − $45 = $534

KeptFee

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

Overlap: PFF, JEPQ

Today

0.3%most shared, PFF and JEPQ

PFFJEPQ

PFF—0.3%

JEPQ0.3%—

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

Return vs Bumpiness: 2 ETFs

+4.5%JEPQ, at 16.7% volatility

PFFWorst drop−8.6%8.1% 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

JEPQPFF

+3.2%Year to date−4.4%

12.8%Yield5.8%

+4.5%Past year−3.9%

0.35%Fee0.45%

4–0JEPQ wins

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026