Compare · 3 funds side by side · dividends reinvested

QLV, JEPQ and JEPI

QLVFlexShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,042QLV · best of the three

02 / 04

QLV, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Northern Trust US Quality Low Volatility ETFUS Stock Styles · Factor0.09%1.46%+13.4%+15.2%+17.9%+9.9%−6.2%8.3%$190M1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: QLV 2019 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust US Quality Low Volatility ETF · $190M$16,042

QLV

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 30.9% in common

QLVMeasureJEPQ

+13.4%Year to dateJan 1 → Nov 6+3.2%

+15.2%1 yearTotal return+4.5%

+17.9%3 years · per year$10,000 became $16,387 · $16,202+17.4%

+9.9%5 years · per year$10,000 became $16,042 · […][…]

0.09%Expense ratio$9 · $35 a year on $10k · lower is better0.35%

1.46%Trailing 12-mo yield$146 · $1,279 a year on $10k12.79%

−6.2%Worst dropSmaller is better−11.5%

8.3%VolatilityLower is calmer16.7%

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

6–1QLV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QLV vs JEPQ: Top 5 Holdings

Today

QLV

24.9%in top 5

JEPQ

in top 528.9%

QLVStockJEPQ

6.2%AAPL7.4%

6.7%MSFT6.1%

5.2%NVDA6.6%

not top 5GOOG4.4%

not top 5AMZN4.4%

4.3%JNJnot top 5

2.5%COSTnot top 5

Held in common30.9%

End-of-day Nov 6, 2026 · share of each fund

QLV vs JEPQ Returns, Every Period

FlexSharesQLV

+15.2%

past year

JEPQJ.P. Morgan

+4.5%

past year

QLVJEPQFaded: behind in that period

3–0QLV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: QLV vs JEPQ

YTD

FlexSharesQLV

+13.4%

JEPQJ.P. Morgan

+3.2%

+13.4%Year to date+3.2%

−6.2%Worst drop · 1Y−11.5%

8.3%Volatility · 1Y16.7%

1.5%Yield12.8%

$190MAssets$40.7B

3–1QLV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QLV, JEPQ, JEPI

Today

0.09%lowest, QLV

FundExpense ratioFee$10k

QLV0.09%$9

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: QLV, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

QLV1.46%$146

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

QLV$146 − $9 = $137

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: QLV, JEPQ, JEPI

Today

33.2%most shared, QLV and JEPI

QLVJEPQJEPI

QLV—30.9%33.2%

JEPQ30.9%—26.8%

JEPI33.2%26.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.2%QLV, at 8.3% volatility

QLVWorst drop−6.2%8.3% vol

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQQLV

+3.2%Year to date+13.4%

12.8%Yield1.5%

+4.5%Past year+15.2%

0.35%Fee0.09%

3–1QLV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026