Compare · 2 funds side by side · dividends reinvested

PIO and JEPQ

PIOInvesco×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,107PIO · best of the two

02 / 04

PIO 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%$42.1B1.0

Invesco Global Water ETFInternational · Global0.75%0.88%+1.0%−0.4%+12.6%+2.1%−13.1%16.7%$271M1.9

Rank among the two1st → 2ndFee, 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: PIO 2007 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Global Water ETF · $271M$11,107

PIO

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

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

PIOMeasureJEPQ

+1.0%Year to dateJan 1 → Nov 5+8.5%

−0.4%1 yearTotal return+9.3%

+12.6%3 years · per year$10,000 became $14,263 · $17,406+20.3%

+2.1%5 years · per year$10,000 became $11,107 · […][…]

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

0.88%Trailing 12-mo yield$88 · $1,217 a year on $10k12.17%

−13.1%Worst dropSmaller is better−8.8%

16.7%VolatilityLower is calmer15.5%

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

0–7JEPQ wins

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

More Ways to See the Pairs

PIO vs JEPQ: Top 5 Holdings

Today

PIO

38.4%in top 5

JEPQ

in top 528.3%

PIOStockJEPQ

9.2%PNRnot top 5

8.6%ECLnot top 5

8.6%FERGnot top 5

not top 5AAPL7.1%

not top 5NVDA6.8%

6.2%6361.Tnot top 5

not top 5MSFT6.0%

5.8%SBSP3.SAnot top 5

not top 5GOOG4.2%

not top 5AMZN4.2%

Held in common0.0%

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

PIO vs JEPQ Returns, Every Period

InvescoPIO

−0.4%

past year

JEPQJ.P. Morgan

+9.3%

past year

PIOJEPQFaded: behind in that period

0–3JEPQ wins

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

International vs Income: PIO vs JEPQ

YTD

InvescoPIO

+1.0%

JEPQJ.P. Morgan

+8.5%

+1.0%Year to date+8.5%

−13.1%Worst drop · 1Y−8.8%

16.7%Volatility · 1Y15.5%

0.9%Yield12.2%

$271MAssets$42.1B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: PIO, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

PIO0.75%$75

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

Yields: PIO, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

PIO0.88%$88

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

PIO$88 − $75 = $13

KeptFee

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

Overlap: PIO, JEPQ

Today

0.0%most shared, PIO and JEPQ

PIOJEPQ

PIO—0.0%

JEPQ0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

JEPQWorst drop−8.8%15.5% vol

PIOWorst drop−13.1%16.7% vol

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

Paid More vs Made More

YTD

JEPQPIO

+8.5%Year to date+1.0%

12.2%Yield0.9%

+9.3%Past year−0.4%

0.35%Fee0.75%

4–0JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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%

$42.1BAssets$46.1B

2–0JEPQ wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026