Compare · 2 funds side by side · dividends reinvested

QLD and JEPI

QLDProShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,482QLD · best of the two

02 / 04

QLD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.4

ProShares - Ultra QQQLeveraged · 2x0.96%0.15%+17.8%+10.0%+44.0%+15.4%−24.1%40.5%$13.2B1.6

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: QLD 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra QQQ · $13.2B$20,482

QLD

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 25.0% in common

QLDMeasureJEPI

+17.8%Year to dateJan 1 → Nov 4+8.8%

+10.0%1 yearTotal return+11.9%

+44.0%3 years · per year$10,000 became $29,852 · $14,269+12.6%

+15.4%5 years · per year$10,000 became $20,482 · $14,635+7.9%

0.96%Expense ratio$96 · $35 a year on $10k · lower is better0.35%

0.15%Trailing 12-mo yield$15 · $783 a year on $10k7.83%

−24.1%Worst dropSmaller is better−6.7%

40.5%VolatilityLower is calmer8.1%

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

3–5JEPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QLD vs JEPI: Top 5 Holdings

Today

QLD

30.6%in top 5

JEPI

in top 59.5%

QLDStockJEPI

11.5%IQMMnot top 5

5.8%NVDAnot top 5

5.6%AAPL1.9%

4.5%MSFT1.9%

3.2%AMZNnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common25.0%

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

QLD vs JEPI Returns, Every Period

ProSharesQLD

+15.4%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

QLDJEPIFaded: behind in that period

3–1QLD wins

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

Leveraged vs Income: QLD vs JEPI

YTD

ProSharesQLD

+17.8%

JEPIJ.P. Morgan

+8.8%

+17.8%Year to date+8.8%

−24.1%Worst drop · 1Y−6.7%

40.5%Volatility · 1Y8.1%

0.1%Yield7.8%

$13.2BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: QLD, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

QLD0.96%$96

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

Yields: QLD, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

QLD0.15%$15

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

QLD$15 − $96 = −$81

KeptFee

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

Overlap: QLD, JEPI

Today

25.0%most shared, QLD and JEPI

QLDJEPI

QLD—25.0%

JEPI25.0%—

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

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

QLDWorst drop−24.1%40.5% vol

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

Paid More vs Made More

YTD

JEPIQLD

+8.8%Year to date+17.8%

7.8%Yield0.1%

+11.9%Past year+10.0%

0.35%Fee0.96%

3–1JEPI 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