Compare · 3 funds side by side · dividends reinvested

QAI, JEPQ and VYM

QAINY Life Investments×JEPQJ.P. Morgan×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,002VYM · best of the three

02 / 04

QAI, JEPQ and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B2.0

NYLI Hedge Multi-Strategy Tracker ETFUnsorted0.75%1.43%+5.0%+6.0%+8.6%+3.9%−4.4%7.3%$980M2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: QAI 2009 · JEPQ 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

NYLI Hedge Multi-Strategy Tracker ETF · $980M$12,107

QAI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

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

QAIMeasureJEPQ

+5.0%Year to dateJan 1 → Nov 5+8.5%

+6.0%1 yearTotal return+9.3%

+8.6%3 years · per year$10,000 became $12,803 · $17,406+20.3%

+3.9%5 years · per year$10,000 became $12,107 · […][…]

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

1.43%Trailing 12-mo yield$143 · $1,217 a year on $10k12.17%

−4.4%Worst dropSmaller is better−8.8%

7.3%VolatilityLower is calmer15.5%

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

2–5JEPQ wins

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

More Ways to See the Pairs

QAI vs JEPQ: Top 5 Holdings

Today

QAI

49.7%in top 5

JEPQ

in top 528.3%

QAIStockJEPQ

17.2%FLOTnot top 5

12.4%VGSHnot top 5

8.0%VEAnot top 5

7.3%FLBLnot top 5

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

4.7%FLRNnot top 5

not top 5GOOG4.2%

not top 5AMZN4.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

QAI vs JEPQ Returns, Every Period

NY Life InvestmentsQAI

+6.0%

past year

JEPQJ.P. Morgan

+9.3%

past year

QAIJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: QAI vs JEPQ

YTD

NY Life InvestmentsQAI

+5.0%

JEPQJ.P. Morgan

+8.5%

+5.0%Year to date+8.5%

−4.4%Worst drop · 1Y−8.8%

7.3%Volatility · 1Y15.5%

1.4%Yield12.2%

$980MAssets$42.6B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QAI, JEPQ, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

JEPQ0.35%$35

QAI0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: QAI, JEPQ, VYM

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VYM2.30%$230

QAI1.43%$143

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VYM$230 − $4 = $226

QAI$143 − $75 = $68

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: QAI, JEPQ, VYM

Today

12.1%most shared, JEPQ and VYM

QAIJEPQVYM

QAI—0.0%0.0%

JEPQ0.0%—12.1%

VYM0.0%12.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%VYM, at 10.6% volatility

QAIWorst drop−4.4%7.3% vol

VYMWorst drop−6.7%10.6% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVYM

+8.5%Year to date+13.3%

12.2%Yield2.3%

+9.3%Past year+17.7%

0.35%Fee0.04%

3–1VYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026