Compare · 2 funds side by side · dividends reinvested

PTF and JEPQ

PTFInvesco×JEPQJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,896PTF · best of the two

Story of the two · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the two · RiskSmallest drop

PTF and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B1.4

Invesco Dorsey Wright Technology Momentum ETFSectors · Technology0.69%0.00%+26.9%+19.2%+30.7%+11.1%−38.6%54.6%$507M1.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: PTF 2006 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Dorsey Wright Technology Momentum ETF · $507M$16,896

PTF

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 14.6% in common

PTFMeasureJEPQ

+26.9%

More Ways to See the Pairs

PTF vs JEPQ: Top 5 Holdings

Today

PTF

18.9%in top 5

JEPQ

in top 527.6%

PTFStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.9%

not top 5AMZN4.4%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: PTF, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

PTF0.69%$69

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: PTF, JEPQ

1Y

12.20%highest, JEPQ

FundTrailing yieldYield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+8.1%

+19.2%1 yearTotal return+9.0%

+30.7%3 years · per year$10,000 became $22,335 · $16,525+18.2%

+11.1%5 years · per year$10,000 became $16,896 · […][…]

0.69%Expense ratio$69 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $1,220 a year on $10k12.20%

−38.6%Worst dropSmaller is better−11.5%

54.6%VolatilityLower is calmer16.9%

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

3–4JEPQ wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.0%ZETAnot top 5

3.9%MUnot top 5

3.8%APHnot top 5

3.7%AMDnot top 5

3.6%CRWDnot top 5

Held in common14.6%

End-of-day Nov 11, 2026 · share of each fund

PTF vs JEPQ Returns, Every Period

1Y

InvescoPTF

+19.2%

past year

JEPQJ.P. Morgan

+9.0%

past year

PTFJEPQFaded: behind in that period

3–0PTF wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Sector vs Income: PTF vs JEPQ

YTD

InvescoPTF

+26.9%

JEPQJ.P. Morgan

+8.1%

+26.9%Year to date+8.1%

−38.6%Worst drop · 1Y−11.5%

54.6%Volatility · 1Y16.9%

0.0%Yield12.2%

$507MAssets$42.0B

3–1JEPQ wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

JEPQ12.20%$1,220

PTF0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

PTF$0 − $69 = −$69

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PTF, JEPQ

Today

14.6%most shared, PTF and JEPQ

PTFJEPQ

PTF—14.6%

JEPQ14.6%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+19.2%PTF, at 54.6% volatility

JEPQWorst drop−11.5%16.9% vol

PTFWorst drop−38.6%54.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQPTF

+8.1%Year to date+26.9%

12.2%Yield0.0%

+9.0%Past year+19.2%

0.35%Fee0.69%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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PTF and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two