Compare · 3 funds side by side · dividends reinvested

QLTY, JEPQ and JEPI

QLTYGMO×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,635JEPI · best of the three

02 / 04

QLTY, JEPQ 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%$46.1B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.0

GMO US Quality ETFUS Stock Styles · Factor0.50%0.63%+17.2%+21.1%[…][…]−11.7%12.6%$5.5B2.2

Rank among the three1st → 3rdFee, 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: QLTY 2023 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

GMO US Quality ETF · $5.5B[…]

QLTY

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 26.6% in common

QLTYMeasureJEPQ

+17.2%Year to dateJan 1 → Nov 4+8.5%

+21.1%1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $17,406+20.3%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

0.63%Trailing 12-mo yield$63 · $1,217 a year on $10k12.17%

−11.7%Worst dropSmaller is better−8.8%

12.6%VolatilityLower is calmer15.5%

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

3–3Level

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

More Ways to See the Pairs

QLTY vs JEPQ: Top 5 Holdings

Today

QLTY

24.6%in top 5

JEPQ

in top 527.9%

QLTYStockJEPQ

7.8%MSFT5.6%

not top 5NVDA7.1%

not top 5AAPL6.8%

4.3%TMOnot top 5

4.3%JNJnot top 5

not top 5MU4.2%

4.1%GOOGLnot top 5

not top 5GOOG4.1%

4.0%METAnot top 5

Held in common26.6%

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

QLTY vs JEPQ Returns, Every Period

GMOQLTY

+21.1%

past year

JEPQJ.P. Morgan

+9.3%

past year

QLTYJEPQFaded: behind in that period

2–0QLTY wins

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

Stocks vs Income: QLTY vs JEPQ

YTD

GMOQLTY

+17.2%

JEPQJ.P. Morgan

+8.5%

+17.2%Year to date+8.5%

−11.7%Worst drop · 1Y−8.8%

12.6%Volatility · 1Y15.5%

0.6%Yield12.2%

$5.5BAssets$42.1B

2–2level

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

Cost, Income and Risk

Fees: QLTY, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

QLTY0.50%$50

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

Yields: QLTY, JEPQ, JEPI

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

JEPI7.83%$783

QLTY0.63%$63

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

JEPI$783 − $35 = $748

QLTY$63 − $50 = $13

KeptFee

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

Overlap: QLTY, JEPQ, JEPI

Today

27.9%most shared, QLTY and JEPI

QLTYJEPQJEPI

QLTY—26.6%27.9%

JEPQ26.6%—27.0%

JEPI27.9%27.0%—

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

Return vs Bumpiness: 3 ETFs

+21.1%QLTY, at 12.6% volatility

JEPIWorst drop−6.7%8.1% vol

QLTYWorst drop−11.7%12.6% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQQLTY

+8.5%Year to date+17.2%

12.2%Yield0.6%

+9.3%Past year+21.1%

0.35%Fee0.50%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026