Compare · 3 funds side by side · dividends reinvested

QQQM, JEPQ and JEPI

QQQMInvesco×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,699QQQM · best of the three

02 / 04

QQQM, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco NASDAQ 100 ETFLow-Cost Core · Nasdaq-1000.15%0.47%+12.0%+9.5%+26.5%+13.3%−11.7%20.2%$105B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.0

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

Head to Head

Swap sides Versus in desk

Head to Head

Invesco NASDAQ 100 ETF · $105B$18,699

QQQM

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 72.1% in common

QQQMMeasureJEPQ

+12.0%Year to dateJan 1 → Nov 3+7.5%

+9.5%1 yearTotal return+8.6%

+26.5%3 years · per year$10,000 became $20,220 · $17,450+20.4%

+13.3%5 years · per year$10,000 became $18,699 · […][…]

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

0.47%Trailing 12-mo yield$47 · $1,228 a year on $10k12.28%

−11.7%Worst dropSmaller is better−8.8%

20.2%VolatilityLower is calmer15.5%

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

4–3QQQM wins

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

More Ways to See the Pairs

QQQM vs JEPQ: Top 5 Holdings

Today

QQQM

31.0%in top 5

JEPQ

in top 527.5%

QQQMStockJEPQ

8.1%AAPL6.9%

8.0%NVDA6.9%

6.2%MSFT5.5%

4.4%AMZNnot top 5

4.3%MU4.1%

not top 5GOOG4.1%

Held in common72.1%

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

QQQM vs JEPQ Returns, Every Period

InvescoQQQM

+9.5%

past year

JEPQJ.P. Morgan

+8.6%

past year

QQQMJEPQFaded: behind in that period

3–0QQQM wins

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

Core vs Income: QQQM vs JEPQ

YTD

InvescoQQQM

+12.0%

JEPQJ.P. Morgan

+7.5%

+12.0%Year to date+7.5%

−11.7%Worst drop · 1Y−8.8%

20.2%Volatility · 1Y15.5%

0.5%Yield12.3%

$105BAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: QQQM, JEPQ, JEPI

Today

0.15%lowest, QQQM

FundExpense ratioFee$10k

QQQM0.15%$15

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: QQQM, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

QQQM0.47%$47

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

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

QQQM$47 − $15 = $32

KeptFee

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

Overlap: QQQM, JEPQ, JEPI

Today

72.1%most shared, QQQM and JEPQ

QQQMJEPQJEPI

QQQM—72.1%26.1%

JEPQ72.1%—26.6%

JEPI26.1%26.6%—

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

Return vs Bumpiness: 3 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

QQQMWorst drop−11.7%20.2% vol

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

Paid More vs Made More

YTD

JEPQQQQM

+7.5%Year to date+12.0%

12.3%Yield0.5%

+8.6%Past year+9.5%

0.35%Fee0.15%

3–1QQQM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026