Compare · 3 funds side by side · dividends reinvested

PFFR, JEPQ and JEPI

PFFRVirtus×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,322JEPI · best of the three

02 / 04

PFFR, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.7

InfraCap REIT Preferred ETFSectors · Real estate0.45%9.13%−4.2%−4.9%+7.8%−0.2%−7.5%8.5%$110M2.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: PFFR 2017 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

InfraCap REIT Preferred ETF · $110M$9,877

PFFR

JEPQ

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

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

PFFRMeasureJEPQ

−4.2%Year to dateJan 1 → Nov 3+7.5%

−4.9%1 yearTotal return+8.6%

+7.8%3 years · per year$10,000 became $12,539 · $17,450+20.4%

−0.2%5 years · per year$10,000 became $9,877 · […][…]

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

9.13%Trailing 12-mo yield$913 · $1,228 a year on $10k12.28%

−7.5%Worst dropSmaller is better−8.8%

8.5%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 3, 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

14.2%in top 5

JEPQ

in top 527.5%

PFFRStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

3.4%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 3, 2026 · share of each fund

PFFR vs JEPQ Returns, Every Period

VirtusPFFR

−4.9%

past year

JEPQJ.P. Morgan

+8.6%

past year

PFFRJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Income: PFFR vs JEPQ

YTD

VirtusPFFR

−4.2%

JEPQJ.P. Morgan

+7.5%

−4.2%Year to date+7.5%

−7.5%Worst drop · 1Y−8.8%

8.5%Volatility · 1Y15.5%

9.1%Yield12.3%

$110MAssets$41.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFFR, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

PFFR0.45%$45

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PFFR, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

PFFR9.13%$913

JEPI7.96%$796

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

PFFR$913 − $45 = $868

JEPI$796 − $35 = $761

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PFFR, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

PFFRJEPQJEPI

PFFR—0.0%0.0%

JEPQ0.0%—26.6%

JEPI0.0%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

PFFRWorst drop−7.5%8.5% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQJEPI

+7.5%Year to date+7.0%

12.3%Yield8.0%

+8.6%Past year+9.8%

0.35%Fee0.35%

2–1JEPQ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026