Compare · 3 funds side by side · dividends reinvested

SMLV, JEPQ and JEPI

SMLVSPDR×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,732SMLV · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

SMLV, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR US Small Cap Low Volatility Index ETFUnsorted0.12%2.32%+21.4%+24.5%+20.2%+8.1%−7.3%13.7%$261M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: SMLV 2013 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR US Small Cap Low Volatility Index ETF · $261M$14,732

SMLV

JEPQ

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

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

SMLV

More Ways to See the Pairs

SMLV vs JEPQ: Top 5 Holdings

Today

SMLV

3.3%in top 5

JEPQ

in top 527.3%

SMLVStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN4.2%

Cost, Income and Risk

Fees: SMLV, JEPQ, JEPI

Today

0.12%lowest, SMLV

FundExpense ratioFee$10k

SMLV0.12%$12

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

JEPQ

+21.4%Year to dateJan 1 → Nov 13+6.7%

+24.5%1 yearTotal return+7.6%

+20.2%3 years · per year$10,000 became $17,369 · $16,188+17.4%

+8.1%5 years · per year$10,000 became $14,732 · […][…]

0.12%Expense ratio$12 · $35 a year on $10k · lower is better0.35%

2.32%Trailing 12-mo yield$232 · $1,237 a year on $10k12.37%

−7.3%Worst dropSmaller is better−11.5%

13.7%VolatilityLower is calmer17.0%

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

6–1SMLV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.7%NWEnot top 5

0.7%SAFTnot top 5

0.7%HMNnot top 5

0.6%PECOnot top 5

0.6%CHCOnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

SMLV vs JEPQ Returns, Every Period

1Y

SPDRSMLV

+24.5%

past year

JEPQJ.P. Morgan

+7.6%

past year

SMLVJEPQFaded: behind in that period

3–0SMLV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: SMLV vs JEPQ

YTD

SPDRSMLV

+21.4%

JEPQJ.P. Morgan

+6.7%

+21.4%Year to date+6.7%

−7.3%Worst drop · 1Y−11.5%

13.7%Volatility · 1Y17.0%

2.3%Yield12.4%

$261MAssets$42.5B

3–1SMLV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: SMLV, JEPQ, JEPI

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

SMLV2.32%$232

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

JEPI$787 − $35 = $752

SMLV$232 − $12 = $220

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SMLV, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

SMLVJEPQJEPI

SMLV—0.0%0.0%

JEPQ0.0%—28.4%

JEPI0.0%28.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.5%SMLV, at 13.7% volatility

JEPIWorst drop−6.7%9.0% vol

SMLVWorst drop−7.3%13.7% vol

JEPQWorst drop−11.5%17.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSMLV

+6.7%Year to date+21.4%

12.4%Yield2.3%

+7.6%Past year+24.5%

0.35%Fee0.12%

3–1SMLV wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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SMLV, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: SMLV, JEPQ, JEPI