Compare · 2 funds side by side · dividends reinvested

QQQ and JEPQ

QQQInvesco×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,763QQQ · best of the two

02 / 04

QQQ and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+13.0%+10.0%+26.3%+13.4%−11.7%20.3%$465B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.6

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: QQQ 1999 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco QQQ Trust, Series 1 · $465B$18,763

QQQ

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 72.8% in common

QQQMeasureJEPQ

+13.0%Year to dateJan 1 → Nov 4+8.5%

+10.0%1 yearTotal return+9.3%

+26.3%3 years · per year$10,000 became $20,153 · $17,406+20.3%

+13.4%5 years · per year$10,000 became $18,763 · […][…]

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

0.45%Trailing 12-mo yield$45 · $1,217 a year on $10k12.17%

−11.7%Worst dropSmaller is better−8.8%

20.3%VolatilityLower is calmer15.5%

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

4–3QQQ wins

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

More Ways to See the Pairs

QQQ vs JEPQ: Top 5 Holdings

Today

QQQ

31.2%in top 5

JEPQ

in top 527.9%

QQQStockJEPQ

8.1%NVDA7.1%

7.9%AAPL6.8%

6.3%MSFT5.6%

4.4%AMZNnot top 5

4.4%MU4.2%

not top 5GOOG4.1%

Held in common72.8%

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

QQQ vs JEPQ Returns, Every Period

InvescoQQQ

+10.0%

past year

JEPQJ.P. Morgan

+9.3%

past year

QQQJEPQFaded: behind in that period

3–0QQQ wins

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

Core vs Income: QQQ vs JEPQ

YTD

InvescoQQQ

+13.0%

JEPQJ.P. Morgan

+8.5%

+13.0%Year to date+8.5%

−11.7%Worst drop · 1Y−8.8%

20.3%Volatility · 1Y15.5%

0.4%Yield12.2%

$465BAssets$42.1B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: QQQ, JEPQ

Today

0.18%lowest, QQQ

FundExpense ratioFee$10k

QQQ0.18%$18

JEPQ0.35%$35

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

Yields: QQQ, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

QQQ0.45%$45

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

QQQ$45 − $18 = $27

KeptFee

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

Overlap: QQQ, JEPQ

Today

72.8%most shared, QQQ and JEPQ

QQQJEPQ

QQQ—72.8%

JEPQ72.8%—

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

Return vs Bumpiness: 2 ETFs

+10.0%QQQ, at 20.3% volatility

JEPQWorst drop−8.8%15.5% vol

QQQWorst drop−11.7%20.3% vol

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

Paid More vs Made More

YTD

JEPQQQQ

+8.5%Year to date+13.0%

12.2%Yield0.4%

+9.3%Past year+10.0%

0.35%Fee0.18%

3–1QQQ 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+13.1%

QQQInvesco

+13.0%

+13.1%Year to date+13.0%

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 4, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+18.8%

QQQInvesco

+13.0%

+18.8%Year to date+13.0%

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

$33.2BAssets$465B

1–1level

End-of-day Nov 4, 2026