Compare · 3 funds side by side · dividends reinvested

SPUS, JEPQ and JEPI

SPUSSP Funds×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,394SPUS · best of the three

02 / 04

SPUS, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

SP Funds S&P 500 Sharia Industry Exclusions ETFUS Stock Styles · Large cap0.45%0.53%+14.0%+13.0%+26.0%+14.2%−10.7%16.0%$3.3B2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: SPUS 2019 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

SP Funds S&P 500 Sharia Industry Exclusions ETF · $3.3B$19,394

SPUS

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 41.4% in common

SPUSMeasureJEPQ

+14.0%Year to dateJan 1 → Nov 3+7.5%

+13.0%1 yearTotal return+8.6%

+26.0%3 years · per year$10,000 became $20,010 · $17,450+20.4%

+14.2%5 years · per year$10,000 became $19,394 · […][…]

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

0.53%Trailing 12-mo yield$53 · $1,228 a year on $10k12.28%

−10.7%Worst dropSmaller is better−8.8%

16.0%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 3, 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

44.4%in top 5

JEPQ

in top 527.5%

SPUSStockJEPQ

13.1%AAPL6.9%

12.9%NVDA6.9%

10.0%MSFT5.5%

4.3%GOOGLnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

4.1%AVGOnot top 5

Held in common41.4%

End-of-day Nov 3, 2026 · share of each fund

SPUS vs JEPQ Returns, Every Period

SP FundsSPUS

+13.0%

past year

JEPQJ.P. Morgan

+8.6%

past year

SPUSJEPQFaded: behind in that period

3–0SPUS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SPUS vs JEPQ

YTD

SP FundsSPUS

+14.0%

JEPQJ.P. Morgan

+7.5%

+14.0%Year to date+7.5%

−10.7%Worst drop · 1Y−8.8%

16.0%Volatility · 1Y15.5%

0.5%Yield12.3%

$3.3BAssets$41.8B

3–1JEPQ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPUS, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

SPUS0.45%$45

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SPUS, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

SPUS0.53%$53

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

SPUS$53 − $45 = $8

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SPUS, JEPQ, JEPI

Today

41.4%most shared, SPUS and JEPQ

SPUSJEPQJEPI

SPUS—41.4%27.0%

JEPQ41.4%—26.6%

JEPI27.0%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.0%SPUS, at 16.0% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

SPUSWorst drop−10.7%16.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSPUS

+7.5%Year to date+14.0%

12.3%Yield0.5%

+8.6%Past year+13.0%

0.35%Fee0.45%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026