Compare · 3 funds side by side · dividends reinvested

QDF, JEPQ and JEPI

QDFFlexShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,034QDF · best of the three

02 / 04

QDF, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Northern Trust Quality Dividend ETFIncome · Dividend stocks0.40%1.52%+12.6%+16.0%+19.4%+11.2%−7.9%12.8%$2.1B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: QDF 2012 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust Quality Dividend ETF · $2.1B$17,034

QDF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 30.4% in common

QDFMeasureJEPQ

+12.6%Year to dateJan 1 → Nov 9+6.6%

+16.0%1 yearTotal return+9.2%

+19.4%3 years · per year$10,000 became $17,012 · $16,495+18.2%

+11.2%5 years · per year$10,000 became $17,034 · […][…]

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

1.52%Trailing 12-mo yield$152 · $1,239 a year on $10k12.39%

−7.9%Worst dropSmaller is better−11.5%

12.8%VolatilityLower is calmer16.9%

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

5–2QDF wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QDF vs JEPQ: Top 5 Holdings

Today

QDF

26.8%in top 5

JEPQ

in top 528.6%

QDFStockJEPQ

9.8%AAPL7.3%

6.6%NVDA6.7%

4.8%MSFT6.0%

not top 5GOOG4.4%

not top 5AMZN4.3%

3.1%JNJnot top 5

2.5%JPMnot top 5

Held in common30.4%

End-of-day Nov 9, 2026 · share of each fund

QDF vs JEPQ Returns, Every Period

FlexSharesQDF

+16.0%

past year

JEPQJ.P. Morgan

+9.2%

past year

QDFJEPQFaded: behind in that period

3–0QDF wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

QDF vs JEPQ

YTD

FlexSharesQDF

+12.6%

JEPQJ.P. Morgan

+6.6%

+12.6%Year to date+6.6%

−7.9%Worst drop · 1Y−11.5%

12.8%Volatility · 1Y16.9%

1.5%Yield12.4%

$2.1BAssets$40.7B

3–1QDF wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QDF, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

QDF0.40%$40

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: QDF, JEPQ, JEPI

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

JEPI7.93%$793

QDF1.52%$152

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

JEPI$793 − $35 = $758

QDF$152 − $40 = $112

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: QDF, JEPQ, JEPI

Today

30.4%most shared, QDF and JEPQ

QDFJEPQJEPI

QDF—30.4%22.0%

JEPQ30.4%—27.5%

JEPI22.0%27.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.0%QDF, at 12.8% volatility

JEPIWorst drop−6.7%9.0% vol

QDFWorst drop−7.9%12.8% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQQDF

+6.6%Year to date+12.6%

12.4%Yield1.5%

+9.2%Past year+16.0%

0.35%Fee0.40%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026