Compare · 2 funds side by side · dividends reinvested

QVAL and JEPQ

QVALAlpha Architect×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,361QVAL · best of the two

02 / 04

QVAL and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alpha Architect U.S. Quantitative Value ETFUS Stock Styles · Value0.28%1.39%+31.3%+40.6%+23.5%+14.1%−6.3%14.3%$720M1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: QVAL 2014 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Alpha Architect U.S. Quantitative Value ETF · $720M$19,361

QVAL

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

QVALMeasureJEPQ

+31.3%Year to dateJan 1 → Nov 5+8.5%

+40.6%1 yearTotal return+9.3%

+23.5%3 years · per year$10,000 became $18,837 · $17,406+20.3%

+14.1%5 years · per year$10,000 became $19,361 · […][…]

0.28%Expense ratio$28 · $35 a year on $10k · lower is better0.35%

1.39%Trailing 12-mo yield$139 · $1,217 a year on $10k12.17%

−6.3%Worst dropSmaller is better−8.8%

14.3%VolatilityLower is calmer15.5%

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

6–1QVAL wins

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

More Ways to See the Pairs

QVAL vs JEPQ: Top 5 Holdings

Today

QVAL

12.0%in top 5

JEPQ

in top 528.3%

QVALStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

2.5%LIInot top 5

2.5%VZnot top 5

2.4%ACNnot top 5

2.3%STZnot top 5

2.3%DLTRnot top 5

Held in common1.5%

End-of-day Nov 5, 2026 · share of each fund

QVAL vs JEPQ Returns, Every Period

Alpha ArchitectQVAL

+40.6%

past year

JEPQJ.P. Morgan

+9.3%

past year

QVALJEPQFaded: behind in that period

3–0QVAL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: QVAL vs JEPQ

YTD

Alpha ArchitectQVAL

+31.3%

JEPQJ.P. Morgan

+8.5%

+31.3%Year to date+8.5%

−6.3%Worst drop · 1Y−8.8%

14.3%Volatility · 1Y15.5%

1.4%Yield12.2%

$720MAssets$42.6B

3–1QVAL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QVAL, JEPQ

Today

0.28%lowest, QVAL

FundExpense ratioFee$10k

QVAL0.28%$28

JEPQ0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: QVAL, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

QVAL1.39%$139

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

QVAL$139 − $28 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: QVAL, JEPQ

Today

1.5%most shared, QVAL and JEPQ

QVALJEPQ

QVAL—1.5%

JEPQ1.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+40.6%QVAL, at 14.3% volatility

QVALWorst drop−6.3%14.3% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQQVAL

+8.5%Year to date+31.3%

12.2%Yield1.4%

+9.3%Past year+40.6%

0.35%Fee0.28%

3–1QVAL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026