Compare · 2 funds side by side · dividends reinvested

SHYD and JEPQ

SHYDVanEck×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,602SHYD · best of the two

02 / 04

SHYD and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.4

VanEck Short High Yield Muni ETFBonds & Cash · Municipal0.32%3.64%+1.5%+2.5%+5.2%+1.2%−4.2%3.3%$522M1.5

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: SHYD 2014 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Short High Yield Muni ETF · $522M$10,602

SHYD

JEPQ

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

$10,000 five years ago, dividends reinvested

SHYDMeasureJEPQ

+1.5%Year to dateJan 1 → Nov 3+7.5%

+2.5%1 yearTotal return+8.6%

+5.2%3 years · per year$10,000 became $11,641 · $17,450+20.4%

+1.2%5 years · per year$10,000 became $10,602 · […][…]

0.32%Expense ratio$32 · $35 a year on $10k · lower is better0.35%

3.64%Trailing 12-mo yield$364 · $1,228 a year on $10k12.28%

−4.2%Worst dropSmaller is better−8.8%

3.3%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

SHYD vs JEPQ: Top 5 Holdings

Today

SHYD

[…]in top 5

JEPQ

in top 527.5%

SHYDStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

Held in common[…]

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

SHYD vs JEPQ Returns, Every Period

VanEckSHYD

+2.5%

past year

JEPQJ.P. Morgan

+8.6%

past year

SHYDJEPQFaded: behind in that period

0–3JEPQ wins

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

Bonds vs Income: SHYD vs JEPQ

YTD

VanEckSHYD

+1.5%

JEPQJ.P. Morgan

+7.5%

+1.5%Year to date+7.5%

−4.2%Worst drop · 1Y−8.8%

3.3%Volatility · 1Y15.5%

3.6%Yield12.3%

$522MAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: SHYD, JEPQ

Today

0.32%lowest, SHYD

FundExpense ratioFee$10k

SHYD0.32%$32

JEPQ0.35%$35

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

Yields: SHYD, JEPQ

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

SHYD3.64%$364

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

SHYD$364 − $32 = $332

KeptFee

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

Overlap: SHYD, JEPQ

Today

[…]holdings […]

SHYDJEPQ

SHYD—[…]

JEPQ[…]—

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

Return vs Bumpiness: 2 ETFs

+8.6%JEPQ, at 15.5% volatility

SHYDWorst drop−4.2%3.3% 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

JEPQSHYD

+7.5%Year to date+1.5%

12.3%Yield3.6%

+8.6%Past year+2.5%

0.35%Fee0.32%

3–1JEPQ wins

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

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