Compare · 3 funds side by side · dividends reinvested

PFXF, JEPQ and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,466VGT · best of the three

02 / 04

PFXF, JEPQ and VGT, 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%$42.6B1.7

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+14.0%+11.1%+28.8%+15.4%−17.5%26.5%$155B1.8

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.56%−3.3%−0.6%+8.5%+1.2%−11.8%11.4%$2.1B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: PFXF 2012 · JEPQ 2022 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.1B$10,632

PFXF

JEPQ

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

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

PFXFMeasureJEPQ

−3.3%Year to dateJan 1 → Nov 5+8.5%

−0.6%1 yearTotal return+9.3%

+8.5%3 years · per year$10,000 became $12,770 · $17,406+20.3%

+1.2%5 years · per year$10,000 became $10,632 · […][…]

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

6.56%Trailing 12-mo yield$656 · $1,217 a year on $10k12.17%

−11.8%Worst dropSmaller is better−8.8%

11.4%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 5, 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

23.3%in top 5

JEPQ

in top 528.3%

PFXFStockJEPQ

7.5%STRCnot top 5

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

4.3%SMCIPnot top 5

not top 5GOOG4.2%

not top 5AMZN4.2%

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

PFXF vs JEPQ Returns, Every Period

VanEckPFXF

−0.6%

past year

JEPQJ.P. Morgan

+9.3%

past year

PFXFJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: PFXF vs JEPQ

YTD

VanEckPFXF

−3.3%

JEPQJ.P. Morgan

+8.5%

−3.3%Year to date+8.5%

−11.8%Worst drop · 1Y−8.8%

11.4%Volatility · 1Y15.5%

6.6%Yield12.2%

$2.1BAssets$42.6B

3–1JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, JEPQ, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

JEPQ0.35%$35

PFXF0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PFXF, JEPQ, VGT

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

PFXF6.56%$656

VGT0.44%$44

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

PFXF$656 − $40 = $616

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PFXF, JEPQ, VGT

Today

43.0%most shared, JEPQ and VGT

PFXFJEPQVGT

PFXF—0.0%0.0%

JEPQ0.0%—43.0%

VGT0.0%43.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.1%VGT, at 26.5% volatility

PFXFWorst drop−11.8%11.4% vol

JEPQWorst drop−8.8%15.5% vol

VGTWorst drop−17.5%26.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVGT

+8.5%Year to date+14.0%

12.2%Yield0.4%

+9.3%Past year+11.1%

0.35%Fee0.09%

3–1VGT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026