Compare · 3 funds side by side · dividends reinvested

PFXF, JEPQ and VGT

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,923VGT · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

PFXF, JEPQ and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B1.7

Vanguard Information Technology ETFSectors · Technology0.09%0.42%+20.4%+17.5%+28.3%+15.9%−17.5%26.7%$155B1.8

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.54%−3.0%−1.4%+7.2%+1.2%−11.8%11.5%$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 12, 2026 · returns include dividends · since: PFXF 2012 · JEPQ 2022 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck Preferred Securities ex Financials ETF · $2.1B$10,623

PFXF

JEPQ

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

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

PFXF

More Ways to See the Pairs

PFXF vs JEPQ: Top 5 Holdings

Today

PFXF

23.7%in top 5

JEPQ

in top 527.3%

PFXFStockJEPQ

7.5%STRCnot top 5

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

4.7%GOOGMnot top 5

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 12, 2026 · fee on $10,000 a year

Yields: PFXF, JEPQ, VGT

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

XLK vs VGT

YTD

SPDRXLK

+21.1%

VGTVanguard

+20.4%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

JEPQ

−3.0%Year to dateJan 1 → Nov 12+7.8%

−1.4%1 yearTotal return+8.8%

+7.2%3 years · per year$10,000 became $12,316 · $16,406+17.9%

+1.2%5 years · per year$10,000 became $10,623 · […][…]

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

6.54%Trailing 12-mo yield$654 · $1,224 a year on $10k12.24%

−11.8%Worst dropSmaller is better−11.5%

11.5%VolatilityLower is calmer16.9%

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

1–6JEPQ wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.7%GOOGNnot top 5

4.5%SMCIPnot top 5

not top 5GOOG4.3%

not top 5AMZN4.2%

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

PFXF vs JEPQ Returns, Every Period

1Y

VanEckPFXF

−1.4%

past year

JEPQJ.P. Morgan

+8.8%

past year

PFXFJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Sector vs Income: PFXF vs JEPQ

YTD

VanEckPFXF

−3.0%

JEPQJ.P. Morgan

+7.8%

−3.0%Year to date+7.8%

−11.8%Worst drop · 1Y−11.5%

11.5%Volatility · 1Y16.9%

6.5%Yield12.2%

$2.1BAssets$42.6B

3–1JEPQ wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

PFXF6.54%$654

VGT0.42%$42

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

PFXF$654 − $40 = $614

VGT$42 − $9 = $33

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: PFXF, JEPQ, VGT

Today

42.6%most shared, JEPQ and VGT

PFXFJEPQVGT

PFXF—0.0%0.0%

JEPQ0.0%—42.6%

VGT0.0%42.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.5%VGT, at 26.7% volatility

PFXFWorst drop−11.8%11.5% vol

JEPQWorst drop−11.5%16.9% vol

VGTWorst drop−17.5%26.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVGT

+7.8%Year to date+20.4%

12.2%Yield0.4%

+8.8%Past year+17.5%

0.35%Fee0.09%

3–1VGT wins

End-of-day Nov 12, 2026

+21.1%Year to date+20.4%

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

$116BAssets$155B

2–0XLK wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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PFXF, JEPQ and VGT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three