Compare · 2 funds side by side · dividends reinvested

PLTY and JEPQ

PLTYYieldMax×JEPQJ.P. Morgan×

Versus in desk

Story of the two · CostLowest cost

01 / 03

−0.1%

IWD+0.2%

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Portfolio

Story of the two · RiskSmallest drop

PLTY and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B1.1

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%75.68%−2.2%−7.2%[…][…]−37.8%50.9%$319M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: PLTY 2024 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

YieldMax PLTR Option Income Strategy ETF · $319M[…]

PLTY

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.5B[…]

$10,000 five years ago, dividends reinvested

PLTYMeasureJEPQ

−2.2%

More Ways to See the Pairs

PLTY vs JEPQ: Top 5 Holdings

Today

PLTY

[…]in top 5

JEPQ

in top 527.3%

PLTYStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN4.2%

Cost, Income and Risk

Fees: PLTY, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

PLTY1.07%$107

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: PLTY, JEPQ

1Y

75.68%highest, PLTY

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+6.7%

−7.2%1 yearTotal return+7.6%

[…]3 years · per year$10,000 became […] · $16,188+17.4%

[…]5 years · per year[…]

1.07%Expense ratio$107 · $35 a year on $10k · lower is better0.35%

75.68%Trailing 12-mo yield$7,568 · $1,237 a year on $10k12.37%

−37.8%Worst dropSmaller is better−11.5%

50.9%VolatilityLower is calmer17.0%

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

1–5JEPQ wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

PLTY vs JEPQ Returns, Every Period

1Y

YieldMaxPLTY

−7.2%

past year

JEPQJ.P. Morgan

+7.6%

past year

PLTYJEPQFaded: behind in that period

0–2JEPQ wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

PLTY vs JEPQ

YTD

YieldMaxPLTY

−2.2%

JEPQJ.P. Morgan

+6.7%

−2.2%Year to date+6.7%

−37.8%Worst drop · 1Y−11.5%

50.9%Volatility · 1Y17.0%

75.7%Yield12.4%

$319MAssets$42.5B

3–1JEPQ wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

PLTY75.68%$7,568

JEPQ12.37%$1,237

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$7,461most kept, PLTY

PLTY$7,568 − $107 = $7,461

JEPQ$1,237 − $35 = $1,202

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: PLTY, JEPQ

Today

[…]holdings […]

PLTYJEPQ

PLTY—[…]

JEPQ[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+7.6%JEPQ, at 17.0% volatility

JEPQWorst drop−11.5%17.0% vol

PLTYWorst drop−37.8%50.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

PLTYJEPQ

−2.2%Year to date+6.7%

75.7%Yield12.4%

−7.2%Past year+7.6%

1.07%Fee0.35%

3–1JEPQ wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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PLTY and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two