Compare SIO and JEPQ | ETF Tracker

SIO and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.3

Touchstone Strategic Income ETFIncome · Dividend stocks0.82%7.00%+0.4%+1.6%+7.7%[…]−3.6%4.0%$306M1.7

Rank among the two1st → 2ndFee, 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: SIO 2022 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Touchstone Strategic Income ETF · $306M[…]

SIO

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

SIOMeasureJEPQ

+0.4%Year to dateJan 1 → Nov 6+3.2%

+1.6%1 yearTotal return+4.5%

+7.7%3 years · per year$10,000 became $12,483 · $16,202+17.4%

[…]5 years · per year[…]

0.82%Expense ratio$82 · $35 a year on $10k · lower is better0.35%

7.00%Trailing 12-mo yield$700 · $1,279 a year on $10k12.79%

−3.6%Worst dropSmaller is better−11.5%

4.0%VolatilityLower is calmer16.7%

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

2–5JEPQ wins

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

More Ways to See the Pairs

SIO vs JEPQ: Top 5 Holdings

Today

SIO

1.3%in top 5

JEPQ

in top 528.9%

SIOStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

0.3%USB-PRnot top 5

0.3%XELLLnot top 5

0.3%CFG-PEnot top 5

0.2%CMSDnot top 5

0.2%SWKnot top 5

Held in common0.1%

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

SIO vs JEPQ Returns, Every Period

1Y

TouchstoneSIO

+1.6%

past year

JEPQJ.P. Morgan

+4.5%

past year

SIOJEPQFaded: behind in that period

0–3JEPQ wins

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

SIO vs JEPQ

YTD

TouchstoneSIO

+0.4%

JEPQJ.P. Morgan

+3.2%

+0.4%Year to date+3.2%

−3.6%Worst drop · 1Y−11.5%

4.0%Volatility · 1Y16.7%

7.0%Yield12.8%

$306MAssets$42.6B

2–2level

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

Cost, Income and Risk

Fees: SIO, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

SIO0.82%$82

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

Yields: SIO, JEPQ

1Y

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SIO7.00%$700

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

Income After Fees on $10,000

1Y

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SIO$700 − $82 = $618

KeptFee

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

Overlap: SIO, JEPQ

Today

0.1%most shared, SIO and JEPQ

SIOJEPQ

SIO—0.1%

JEPQ0.1%—

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

Return vs Bumpiness: 2 ETFs

1Y

+4.5%JEPQ, at 16.7% volatility

SIOWorst drop−3.6%4.0% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQSIO

+3.2%Year to date+0.4%

12.8%Yield7.0%

+4.5%Past year+1.6%

0.35%Fee0.82%

4–0JEPQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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