Compare · 2 funds side by side · dividends reinvested

SPUS and JEPQ

SPUSSP Funds×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,275SPUS · best of the two

02 / 04

SPUS 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%$42.1B1.4

SP Funds S&P 500 Sharia Industry Exclusions ETFUS Stock Styles · Large cap0.45%0.52%+15.4%+14.0%+26.1%+14.4%−10.7%16.1%$3.3B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SPUS 2019 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

SP Funds S&P 500 Sharia Industry Exclusions ETF · $3.3B$18,275

SPUS

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 41.6% in common

SPUSMeasureJEPQ

+15.4%Year to dateJan 1 → Nov 5+8.5%

+14.0%1 yearTotal return+9.3%

+26.1%3 years · per year$10,000 became $20,062 · $17,406+20.3%

+14.4%5 years · per year$10,000 became $19,560 · […][…]

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

0.52%Trailing 12-mo yield$52 · $1,217 a year on $10k12.17%

−10.7%Worst dropSmaller is better−8.8%

16.1%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

SPUS vs JEPQ: Top 5 Holdings

Today

SPUS

44.9%in top 5

JEPQ

in top 528.3%

SPUSStockJEPQ

13.2%AAPL7.1%

12.6%NVDA6.8%

10.7%MSFT6.0%

4.4%GOOGLnot top 5

not top 5GOOG4.2%

not top 5AMZN4.2%

4.0%AVGOnot top 5

Held in common41.6%

End-of-day Nov 5, 2026 · share of each fund

SPUS vs JEPQ Returns, Every Period

SP FundsSPUS

+14.0%

past year

JEPQJ.P. Morgan

+9.3%

past year

SPUSJEPQFaded: behind in that period

3–0SPUS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SPUS vs JEPQ

YTD

SP FundsSPUS

+15.4%

JEPQJ.P. Morgan

+8.5%

+15.4%Year to date+8.5%

−10.7%Worst drop · 1Y−8.8%

16.1%Volatility · 1Y15.5%

0.5%Yield12.2%

$3.3BAssets$42.1B

3–1JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPUS, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

SPUS0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SPUS, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SPUS0.52%$52

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SPUS$52 − $45 = $7

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SPUS, JEPQ

Today

41.6%most shared, SPUS and JEPQ

SPUSJEPQ

SPUS—41.6%

JEPQ41.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.0%SPUS, at 16.1% volatility

JEPQWorst drop−8.8%15.5% vol

SPUSWorst drop−10.7%16.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSPUS

+8.5%Year to date+15.4%

12.2%Yield0.5%

+9.3%Past year+14.0%

0.35%Fee0.45%

2–2level

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026