Compare · 3 funds side by side · dividends reinvested

PREF, JEPQ and VYM

PREFPrincipal×JEPQJ.P. Morgan×VYMVanguard×

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,258VYM · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

PREF, JEPQ and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.9%+19.4%+19.6%+11.5%−6.7%10.8%$78.9B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B2.1

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.03%+0.7%+1.9%+8.6%+2.6%−2.9%3.4%$1.9B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: PREF 2017 · JEPQ 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,396

PREF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

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

PREF

More Ways to See the Pairs

PREF vs JEPQ: Top 5 Holdings

Today

PREF

0.4%in top 5

JEPQ

in top 528.0%

PREFStockJEPQ

not top 5AAPL7.2%

not top 5NVDA6.2%

not top 5MSFT6.0%

not top 5AMZN4.3%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: PREF, JEPQ, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

JEPQ0.35%$35

PREF0.55%$55

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

Yields: PREF, JEPQ, VYM

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

JEPQ

+0.7%Year to dateJan 1 → Nov 10+6.0%

+1.9%1 yearTotal return+8.8%

+8.6%3 years · per year$10,000 became $12,812 · $16,284+17.6%

+2.6%5 years · per year$10,000 became $11,396 · […][…]

0.55%Expense ratio$55 · $35 a year on $10k · lower is better0.35%

5.03%Trailing 12-mo yield$503 · $1,245 a year on $10k12.45%

−2.9%Worst dropSmaller is better−11.5%

3.4%VolatilityLower is calmer16.9%

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

2–5JEPQ wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.4%GVMXXnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

PREF vs JEPQ Returns, Every Period

1Y

PrincipalPREF

+1.9%

past year

JEPQJ.P. Morgan

+8.8%

past year

PREFJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: PREF vs JEPQ

YTD

PrincipalPREF

+0.7%

JEPQJ.P. Morgan

+6.0%

+0.7%Year to date+6.0%

−2.9%Worst drop · 1Y−11.5%

3.4%Volatility · 1Y16.9%

5.0%Yield12.4%

$1.9BAssets$42.0B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

PREF5.03%$503

VYM2.25%$225

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

PREF$503 − $55 = $448

VYM$225 − $4 = $221

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: PREF, JEPQ, VYM

Today

12.1%most shared, JEPQ and VYM

PREFJEPQVYM

PREF—0.0%0.0%

JEPQ0.0%—12.1%

VYM0.0%12.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.4%VYM, at 10.8% volatility

PREFWorst drop−2.9%3.4% vol

VYMWorst drop−6.7%10.8% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVYM

+6.0%Year to date+15.9%

12.4%Yield2.2%

+8.8%Past year+19.4%

0.35%Fee0.04%

3–1VYM wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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PREF, JEPQ and VYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three