Compare · 3 funds side by side · dividends reinvested

RSSY, JEPQ and JEPI

RSSYReturn Stacked×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,322JEPI · best of the three

02 / 04

RSSY, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.2B1.6

Return Stacked U.S. Stocks & FuUS Stock Styles · Large cap0.99%1.51%+34.7%+28.8%[…][…]−7.4%13.3%$104M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$42.5B2.0

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: RSSY 2024 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Return Stacked U.S. Stocks & Fu · $104M[…]

RSSY

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.5B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

RSSYMeasureJEPQ

+34.7%Year to dateJan 1 → Nov 3+7.5%

+28.8%1 yearTotal return+8.6%

[…]3 years · per year$10,000 became […] · $17,450+20.4%

[…]5 years · per year[…]

0.99%Expense ratio$99 · $35 a year on $10k · lower is better0.35%

1.51%Trailing 12-mo yield$151 · $1,228 a year on $10k12.28%

−7.4%Worst dropSmaller is better−8.8%

13.3%VolatilityLower is calmer15.5%

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

4–2RSSY wins

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

More Ways to See the Pairs

RSSY vs JEPQ: Top 5 Holdings

Today

RSSY

46.6%in top 5

JEPQ

in top 527.5%

RSSYStockJEPQ

46.6%IVVnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

Held in common0.0%

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

RSSY vs JEPQ Returns, Every Period

Return StackedRSSY

+28.8%

past year

JEPQJ.P. Morgan

+8.6%

past year

RSSYJEPQFaded: behind in that period

2–0RSSY wins

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

Stocks vs Income: RSSY vs JEPQ

YTD

Return StackedRSSY

+34.7%

JEPQJ.P. Morgan

+7.5%

+34.7%Year to date+7.5%

−7.4%Worst drop · 1Y−8.8%

13.3%Volatility · 1Y15.5%

1.5%Yield12.3%

$104MAssets$42.5B

3–1RSSY wins

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

Cost, Income and Risk

Fees: RSSY, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

RSSY0.99%$99

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

Yields: RSSY, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

RSSY1.51%$151

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

RSSY$151 − $99 = $52

KeptFee

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

Overlap: RSSY, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

RSSYJEPQJEPI

RSSY—0.0%0.0%

JEPQ0.0%—26.6%

JEPI0.0%26.6%—

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

Return vs Bumpiness: 3 ETFs

+28.8%RSSY, at 13.3% volatility

JEPIWorst drop−6.7%7.9% vol

RSSYWorst drop−7.4%13.3% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQRSSY

+7.5%Year to date+34.7%

12.3%Yield1.5%

+8.6%Past year+28.8%

0.35%Fee0.99%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$128B

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$814B

0–0level

End-of-day Nov 3, 2026