Compare · 2 funds side by side · dividends reinvested

PSCM and JEPQ

PSCMInvesco×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,120PSCM · best of the two

02 / 04

PSCM 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 Materials ETFSectors · Materials0.29%1.12%+11.1%+26.3%+17.3%+8.6%−15.7%22.9%$19M1.5

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: PSCM 2010 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Materials ETF · $19M$15,120

PSCM

JEPQ

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

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

PSCMMeasureJEPQ

+11.1%Year to dateJan 1 → Nov 4+8.5%

+26.3%1 yearTotal return+9.3%

+17.3%3 years · per year$10,000 became $16,141 · $17,406+20.3%

+8.6%5 years · per year$10,000 became $15,120 · […][…]

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

1.12%Trailing 12-mo yield$112 · $1,217 a year on $10k12.17%

−15.7%Worst dropSmaller is better−8.8%

22.9%VolatilityLower is calmer15.5%

PSCMJEPQ 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

PSCM vs JEPQ: Top 5 Holdings

Today

PSCM

41.5%in top 5

JEPQ

in top 527.9%

PSCMStockJEPQ

11.0%ESInot top 5

10.2%EMNnot top 5

7.7%BCPCnot top 5

not top 5NVDA7.1%

6.8%SXTnot top 5

not top 5AAPL6.8%

5.8%HCCnot top 5

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

Held in common0.0%

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

PSCM vs JEPQ Returns, Every Period

InvescoPSCM

+26.3%

past year

JEPQJ.P. Morgan

+9.3%

past year

PSCMJEPQFaded: behind in that period

2–1PSCM wins

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

Sector vs Income: PSCM vs JEPQ

YTD

InvescoPSCM

+11.1%

JEPQJ.P. Morgan

+8.5%

+11.1%Year to date+8.5%

−15.7%Worst drop · 1Y−8.8%

22.9%Volatility · 1Y15.5%

1.1%Yield12.2%

$18.6MAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: PSCM, JEPQ

Today

0.29%lowest, PSCM

FundExpense ratioFee$10k

PSCM0.29%$29

JEPQ0.35%$35

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

Yields: PSCM, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

PSCM1.12%$112

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

PSCM$112 − $29 = $83

KeptFee

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

Overlap: PSCM, JEPQ

Today

0.0%most shared, PSCM and JEPQ

PSCMJEPQ

PSCM—0.0%

JEPQ0.0%—

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

Return vs Bumpiness: 2 ETFs

+26.3%PSCM, at 22.9% volatility

JEPQWorst drop−8.8%15.5% vol

PSCMWorst drop−15.7%22.9% vol

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

Paid More vs Made More

YTD

JEPQPSCM

+8.5%Year to date+11.1%

12.2%Yield1.1%

+9.3%Past year+26.3%

0.35%Fee0.29%

3–1PSCM 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