Compare · 2 funds side by side · dividends reinvested

QQQ and JEPI

QQQInvesco×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,625QQQ · best of the two

02 / 04

QQQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+11.9%+9.4%+26.4%+13.2%−11.7%20.3%$461B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: QQQ 1999 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Invesco QQQ Trust, Series 1 · $461B$18,625

QQQ

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested · they hold 26.1% in common

QQQMeasureJEPI

+11.9%Year to dateJan 1 → Nov 3+7.0%

+9.4%1 yearTotal return+9.8%

+26.4%3 years · per year$10,000 became $20,184 · $14,201+12.4%

+13.2%5 years · per year$10,000 became $18,625 · $14,322+7.4%

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

0.45%Trailing 12-mo yield$45 · $796 a year on $10k7.96%

−11.7%Worst dropSmaller is better−6.7%

20.3%VolatilityLower is calmer7.9%

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

4–4Level

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

More Ways to See the Pairs

QQQ vs JEPI: Top 5 Holdings

Today

QQQ

31.0%in top 5

JEPI

in top 59.5%

QQQStockJEPI

8.1%AAPL1.9%

8.0%NVDAnot top 5

6.2%MSFT1.9%

4.4%AMZNnot top 5

4.3%MUnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common26.1%

End-of-day Nov 3, 2026 · share of each fund

QQQ vs JEPI Returns, Every Period

InvescoQQQ

+13.2%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

QQQJEPIFaded: behind in that period

3–1QQQ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Income: QQQ vs JEPI

YTD

InvescoQQQ

+11.9%

JEPIJ.P. Morgan

+7.0%

+11.9%Year to date+7.0%

−11.7%Worst drop · 1Y−6.7%

20.3%Volatility · 1Y7.9%

0.5%Yield8.0%

$461BAssets$46.0B

3–1JEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QQQ, JEPI

Today

0.18%lowest, QQQ

FundExpense ratioFee$10k

QQQ0.18%$18

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: QQQ, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

QQQ0.45%$45

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

QQQ$45 − $18 = $27

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: QQQ, JEPI

Today

26.1%most shared, QQQ and JEPI

QQQJEPI

QQQ—26.1%

JEPI26.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

QQQWorst drop−11.7%20.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIQQQ

+7.0%Year to date+11.9%

8.0%Yield0.5%

+9.8%Past year+9.4%

0.35%Fee0.18%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+12.0%

QQQInvesco

+11.9%

+12.0%Year to date+11.9%

0.15% · $15Fee · on $10k a year0.18% · $18

$105BAssets$461B

2–0QQQM wins

End-of-day Nov 3, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+15.5%

QQQInvesco

+11.9%

+15.5%Year to date+11.9%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.5BAssets$461B

1–1level

End-of-day Nov 3, 2026