Compare · 2 funds side by side · dividends reinvested

PSR and JEPQ

PSRInvesco×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,602PSR · best of the two

02 / 04

PSR and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.67%+15.2%+15.1%+14.0%+1.2%−11.2%13.9%$58M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: PSR 2008 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Active U.S. Real Estate ETF · $58M$10,602

PSR

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

PSRMeasureJEPQ

+15.2%Year to dateJan 1 → Nov 3+7.5%

+15.1%1 yearTotal return+8.6%

+14.0%3 years · per year$10,000 became $14,831 · $17,450+20.4%

+1.2%5 years · per year$10,000 became $10,602 · […][…]

0.35%Expense ratio$35 · $35 a year on $10k · lower is better0.35%

2.67%Trailing 12-mo yield$267 · $1,228 a year on $10k12.28%

−11.2%Worst dropSmaller is better−8.8%

13.9%VolatilityLower is calmer15.5%

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

3–3Level

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

More Ways to See the Pairs

PSR vs JEPQ: Top 5 Holdings

Today

PSR

39.5%in top 5

JEPQ

in top 527.5%

PSRStockJEPQ

10.5%WELLnot top 5

8.6%PLDnot top 5

7.4%EQIXnot top 5

7.0%AMTnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

6.0%DLRnot top 5

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

Held in common0.2%

End-of-day Nov 3, 2026 · share of each fund

PSR vs JEPQ Returns, Every Period

InvescoPSR

+15.1%

past year

JEPQJ.P. Morgan

+8.6%

past year

PSRJEPQFaded: behind in that period

2–1PSR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Income: PSR vs JEPQ

YTD

InvescoPSR

+15.2%

JEPQJ.P. Morgan

+7.5%

+15.2%Year to date+7.5%

−11.2%Worst drop · 1Y−8.8%

13.9%Volatility · 1Y15.5%

2.7%Yield12.3%

$58.0MAssets$41.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSR, JEPQ

Today

0.35%lowest, PSR

FundExpense ratioFee$10k

PSR0.35%$35

JEPQ0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PSR, JEPQ

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

PSR2.67%$267

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

PSR$267 − $35 = $232

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PSR, JEPQ

Today

0.2%most shared, PSR and JEPQ

PSRJEPQ

PSR—0.2%

JEPQ0.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.1%PSR, at 13.9% volatility

PSRWorst drop−11.2%13.9% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQPSR

+7.5%Year to date+15.2%

12.3%Yield2.7%

+8.6%Past year+15.1%

0.35%Fee0.35%

2–1PSR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026