Compare · 2 funds side by side · dividends reinvested

SPD and JEPQ

SPDSimplify×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,876SPD · best of the two

02 / 04

SPD and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.1

Simplify US Equity PLUS Downside Convexity ETFUS Stock Styles · Large cap0.53%1.21%+6.2%+3.9%+18.8%+6.8%−10.5%13.8%$77M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SPD 2020 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Simplify US Equity PLUS Downside Convexity ETF · $77M$13,876

SPD

JEPQ

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

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

SPDMeasureJEPQ

+6.2%Year to dateJan 1 → Nov 4+8.5%

+3.9%1 yearTotal return+9.3%

+18.8%3 years · per year$10,000 became $16,746 · $17,406+20.3%

+6.8%5 years · per year$10,000 became $13,876 · […][…]

0.53%Expense ratio$53 · $35 a year on $10k · lower is better0.35%

1.21%Trailing 12-mo yield$121 · $1,217 a year on $10k12.17%

−10.5%Worst dropSmaller is better−8.8%

13.8%VolatilityLower is calmer15.5%

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

1–6JEPQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPD vs JEPQ: Top 5 Holdings

Today

SPD

91.5%in top 5

JEPQ

in top 527.9%

SPDStockJEPQ

91.5%IVVnot top 5

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SPD vs JEPQ Returns, Every Period

SimplifySPD

+3.9%

past year

JEPQJ.P. Morgan

+9.3%

past year

SPDJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SPD vs JEPQ

YTD

SimplifySPD

+6.2%

JEPQJ.P. Morgan

+8.5%

+6.2%Year to date+8.5%

−10.5%Worst drop · 1Y−8.8%

13.8%Volatility · 1Y15.5%

1.2%Yield12.2%

$77.1MAssets$41.8B

3–1JEPQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPD, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

SPD0.53%$53

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SPD, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SPD1.21%$121

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SPD$121 − $53 = $68

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SPD, JEPQ

Today

0.0%most shared, SPD and JEPQ

SPDJEPQ

SPD—0.0%

JEPQ0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

SPDWorst drop−10.5%13.8% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSPD

+8.5%Year to date+6.2%

12.2%Yield1.2%

+9.3%Past year+3.9%

0.35%Fee0.53%

4–0JEPQ wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026