Compare · 2 funds side by side · dividends reinvested

PFXF and JEPQ

PFXFVanEck×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,941PFXF · best of the two

02 / 04

PFXF 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%$41.8B1.1

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.40%−0.8%+0.8%+9.7%+1.8%−11.1%11.1%$2.2B1.8

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: PFXF 2012 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.2B$10,941

PFXF

JEPQ

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

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

PFXFMeasureJEPQ

−0.8%Year to dateJan 1 → Nov 4+8.5%

+0.8%1 yearTotal return+9.3%

+9.7%3 years · per year$10,000 became $13,212 · $17,406+20.3%

+1.8%5 years · per year$10,000 became $10,941 · […][…]

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

6.40%Trailing 12-mo yield$640 · $1,217 a year on $10k12.17%

−11.1%Worst dropSmaller is better−8.8%

11.1%VolatilityLower is calmer15.5%

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

1–6JEPQ wins

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

More Ways to See the Pairs

PFXF vs JEPQ: Top 5 Holdings

Today

PFXF

23.5%in top 5

JEPQ

in top 527.9%

PFXFStockJEPQ

7.5%STRCnot top 5

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

4.6%SMCIPnot top 5

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

not top 5MU4.2%

not top 5GOOG4.1%

2.3%DUKUnot top 5

Held in common0.0%

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

PFXF vs JEPQ Returns, Every Period

VanEckPFXF

+0.8%

past year

JEPQJ.P. Morgan

+9.3%

past year

PFXFJEPQFaded: behind in that period

0–3JEPQ wins

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

Sector vs Income: PFXF vs JEPQ

YTD

VanEckPFXF

−0.8%

JEPQJ.P. Morgan

+8.5%

−0.8%Year to date+8.5%

−11.1%Worst drop · 1Y−8.8%

11.1%Volatility · 1Y15.5%

6.4%Yield12.2%

$2.2BAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: PFXF, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

PFXF0.40%$40

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

Yields: PFXF, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

PFXF6.40%$640

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

PFXF$640 − $40 = $600

KeptFee

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

Overlap: PFXF, JEPQ

Today

0.0%most shared, PFXF and JEPQ

PFXFJEPQ

PFXF—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

PFXFWorst drop−11.1%11.1% 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

JEPQPFXF

+8.5%Year to date−0.8%

12.2%Yield6.4%

+9.3%Past year+0.8%

0.35%Fee0.40%

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