Compare · 3 funds side by side · dividends reinvested

SIMS, JEPQ and JEPI

SIMSSPDR×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

SIMS, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.7

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.57%+5.5%−5.9%+16.2%−0.4%−14.7%22.9%$8M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SIMS 2017 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$9,809

SIMS

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

SIMSMeasureJEPQ

+5.5%Year to dateJan 1 → Nov 6+3.2%

−5.9%1 yearTotal return+4.5%

+16.2%3 years · per year$10,000 became $15,677 · $16,202+17.4%

−0.4%5 years · per year$10,000 became $9,809 · […][…]

0.45%Expense ratio$45 · $35 a year on $10k · lower is better0.35%

0.57%Trailing 12-mo yield$57 · $1,279 a year on $10k12.79%

−14.7%Worst dropSmaller is better−11.5%

22.9%VolatilityLower is calmer16.7%

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

1–6JEPQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SIMS vs JEPQ: Top 5 Holdings

Today

SIMS

19.0%in top 5

JEPQ

in top 528.9%

SIMSStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

4.0%TTEKnot top 5

4.0%ADTnot top 5

3.9%ALRMnot top 5

3.8%VLTOnot top 5

3.3%ITRInot top 5

Held in common2.7%

End-of-day Nov 6, 2026 · share of each fund

SIMS vs JEPQ Returns, Every Period

SPDRSIMS

−5.9%

past year

JEPQJ.P. Morgan

+4.5%

past year

SIMSJEPQFaded: behind in that period

1–2JEPQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SIMS vs JEPQ

YTD

SPDRSIMS

+5.5%

JEPQJ.P. Morgan

+3.2%

+5.5%Year to date+3.2%

−14.7%Worst drop · 1Y−11.5%

22.9%Volatility · 1Y16.7%

0.6%Yield12.8%

$8.2MAssets$42.6B

3–1JEPQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIMS, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

SIMS0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SIMS, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

SIMS0.57%$57

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

SIMS$57 − $45 = $12

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SIMS, JEPQ, JEPI

Today

26.8%most shared, JEPQ and JEPI

SIMSJEPQJEPI

SIMS—2.7%0.4%

JEPQ2.7%—26.8%

JEPI0.4%26.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−11.5%16.7% vol

SIMSWorst drop−14.7%22.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSIMS

+3.2%Year to date+5.5%

12.8%Yield0.6%

+4.5%Past year−5.9%

0.35%Fee0.45%

3–1JEPQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026