Compare · 3 funds side by side · dividends reinvested

STAX, JEPQ and JEPI

STAXNomura×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,108JEPI · best of the three

02 / 04

STAX, JEPQ and JEPI, 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%$42.6B1.7

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.9

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.0%[…][…]−2.7%1.8%$11M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: STAX 2023 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Tax-Free USA Short Term ETF · $11M[…]

STAX

JEPQ

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

$10,000 five years ago, dividends reinvested

STAXMeasureJEPQ

+1.5%Year to dateJan 1 → Nov 5+8.5%

+2.0%1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $17,406+20.3%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $35 a year on $10k · lower is better0.35%

3.20%Trailing 12-mo yield$320 · $1,217 a year on $10k12.17%

−2.7%Worst dropSmaller is better−8.8%

1.8%VolatilityLower is calmer15.5%

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

3–3Level

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

More Ways to See the Pairs

STAX vs JEPQ: Top 5 Holdings

Today

STAX

[…]in top 5

JEPQ

in top 528.3%

STAXStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

Held in common[…]

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

STAX vs JEPQ Returns, Every Period

NomuraSTAX

+2.0%

past year

JEPQJ.P. Morgan

+9.3%

past year

STAXJEPQFaded: behind in that period

0–2JEPQ wins

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

Stocks vs Income: STAX vs JEPQ

YTD

NomuraSTAX

+1.5%

JEPQJ.P. Morgan

+8.5%

+1.5%Year to date+8.5%

−2.7%Worst drop · 1Y−8.8%

1.8%Volatility · 1Y15.5%

3.2%Yield12.2%

$11.3MAssets$42.6B

2–2level

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

Cost, Income and Risk

Fees: STAX, JEPQ, JEPI

Today

0.29%lowest, STAX

FundExpense ratioFee$10k

STAX0.29%$29

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: STAX, JEPQ, JEPI

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

JEPI8.09%$809

STAX3.20%$320

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

JEPI$809 − $35 = $774

STAX$320 − $29 = $291

KeptFee

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

Overlap: STAX, JEPQ, JEPI

Today

27.0%most shared, JEPQ and JEPI

STAXJEPQJEPI

STAX—[…][…]

JEPQ[…]—27.0%

JEPI[…]27.0%—

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

Return vs Bumpiness: 3 ETFs

+9.3%JEPQ, at 15.5% volatility

STAXWorst drop−2.7%1.8% vol

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQJEPI

+8.5%Year to date+5.2%

12.2%Yield8.1%

+9.3%Past year+8.3%

0.35%Fee0.35%

3–0JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026