Compare · 2 funds side by side · dividends reinvested

PSCD and JEPQ

PSCDInvesco×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,840PSCD · best of the two

02 / 04

PSCD 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%$41.8B1.4

Invesco S&P SmallCap Consumer Discretionary ETFSectors · Consumer0.29%0.95%+16.4%+20.4%+16.3%+3.4%−14.2%23.4%$25M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: PSCD 2010 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Consumer Discretionary ETF · $25M$11,840

PSCD

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

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

PSCDMeasureJEPQ

+16.4%Year to dateJan 1 → Nov 4+8.5%

+20.4%1 yearTotal return+9.3%

+16.3%3 years · per year$10,000 became $15,721 · $17,406+20.3%

+3.4%5 years · per year$10,000 became $11,840 · […][…]

0.29%Expense ratio$29 · $35 a year on $10k · lower is better0.35%

0.95%Trailing 12-mo yield$95 · $1,217 a year on $10k12.17%

−14.2%Worst dropSmaller is better−8.8%

23.4%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSCD vs JEPQ: Top 5 Holdings

Today

PSCD

16.3%in top 5

JEPQ

in top 527.9%

PSCDStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

3.5%LTHnot top 5

3.3%VSXYnot top 5

3.2%ETSYnot top 5

3.2%KMXnot top 5

3.1%POOLnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

PSCD vs JEPQ Returns, Every Period

InvescoPSCD

+20.4%

past year

JEPQJ.P. Morgan

+9.3%

past year

PSCDJEPQFaded: behind in that period

2–1PSCD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: PSCD vs JEPQ

YTD

InvescoPSCD

+16.4%

JEPQJ.P. Morgan

+8.5%

+16.4%Year to date+8.5%

−14.2%Worst drop · 1Y−8.8%

23.4%Volatility · 1Y15.5%

1.0%Yield12.2%

$24.6MAssets$41.8B

3–1JEPQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSCD, JEPQ

Today

0.29%lowest, PSCD

FundExpense ratioFee$10k

PSCD0.29%$29

JEPQ0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PSCD, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

PSCD0.95%$95

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

PSCD$95 − $29 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PSCD, JEPQ

Today

0.0%most shared, PSCD and JEPQ

PSCDJEPQ

PSCD—0.0%

JEPQ0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.4%PSCD, at 23.4% volatility

JEPQWorst drop−8.8%15.5% vol

PSCDWorst drop−14.2%23.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQPSCD

+8.5%Year to date+16.4%

12.2%Yield1.0%

+9.3%Past year+20.4%

0.35%Fee0.29%

3–1PSCD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026