Compare · 2 funds side by side · dividends reinvested

PFFR and JEPQ

PFFRVirtus×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,104PFFR · best of the two

02 / 04

PFFR and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.3

InfraCap REIT Preferred ETFSectors · Real estate0.45%8.94%−2.1%−2.6%+9.1%+0.2%−7.5%8.7%$110M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: PFFR 2017 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

InfraCap REIT Preferred ETF · $110M$10,104

PFFR

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PFFRMeasureJEPQ

−2.1%Year to dateJan 1 → Nov 4+8.5%

−2.6%1 yearTotal return+9.3%

+9.1%3 years · per year$10,000 became $12,994 · $17,406+20.3%

+0.2%5 years · per year$10,000 became $10,104 · […][…]

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

8.94%Trailing 12-mo yield$894 · $1,217 a year on $10k12.17%

−7.5%Worst dropSmaller is better−8.8%

8.7%VolatilityLower is calmer15.5%

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

2–5JEPQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFFR vs JEPQ: Top 5 Holdings

Today

PFFR

14.3%in top 5

JEPQ

in top 527.9%

PFFRStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

3.5%UMH-PDnot top 5

3.0%HPP-PCnot top 5

2.7%AGNCPnot top 5

2.6%VNO-PMnot top 5

2.6%KIM-PMnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

PFFR vs JEPQ Returns, Every Period

VirtusPFFR

−2.6%

past year

JEPQJ.P. Morgan

+9.3%

past year

PFFRJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: PFFR vs JEPQ

YTD

VirtusPFFR

−2.1%

JEPQJ.P. Morgan

+8.5%

−2.1%Year to date+8.5%

−7.5%Worst drop · 1Y−8.8%

8.7%Volatility · 1Y15.5%

8.9%Yield12.2%

$110MAssets$41.8B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFFR, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

PFFR0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PFFR, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

PFFR8.94%$894

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

PFFR$894 − $45 = $849

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PFFR, JEPQ

Today

0.0%most shared, PFFR and JEPQ

PFFRJEPQ

PFFR—0.0%

JEPQ0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

PFFRWorst drop−7.5%8.7% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQPFFR

+8.5%Year to date−2.1%

12.2%Yield8.9%

+9.3%Past year−2.6%

0.35%Fee0.45%

4–0JEPQ wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026