Compare · 2 funds side by side · dividends reinvested

STAX and JEPQ

STAXNomura×JEPQJ.P. Morgan×

Versus in desk

Story of the two · CostLowest cost

01 / 03

−0.1%

BNDX−0.1%

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Story of the two · RiskSmallest drop

STAX and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.1B1.4

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.21%+1.0%+1.5%[…][…]−2.7%1.9%$11M1.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: STAX 2023 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

STAX

JEPQ

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

$10,000 five years ago, dividends reinvested

STAXMeasureJEPQ

+1.0%

More Ways to See the Pairs

STAX vs JEPQ: Top 5 Holdings

Today

STAX

[…]in top 5

JEPQ

in top 527.3%

STAXStockJEPQ

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: STAX, JEPQ

Today

0.29%lowest, STAX

FundExpense ratioFee$10k

STAX0.29%$29

JEPQ0.35%$35

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

Yields: STAX, JEPQ

1Y

12.37%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to date

Jan 1 → Nov 13

+6.7%

+1.5%1 yearTotal return+7.6%

[…]3 years · per year$10,000 became […] · $16,188+17.4%

[…]5 years · per year[…]

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

3.21%Trailing 12-mo yield$321 · $1,237 a year on $10k12.37%

−2.7%Worst dropSmaller is better−11.5%

1.9%VolatilityLower is calmer17.0%

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

3–3Level

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

Held in common[…]

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

STAX vs JEPQ Returns, Every Period

1Y

NomuraSTAX

+1.5%

past year

JEPQJ.P. Morgan

+7.6%

past year

STAXJEPQFaded: behind in that period

0–2JEPQ wins

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

Stocks vs Income: STAX vs JEPQ

YTD

NomuraSTAX

+1.0%

JEPQJ.P. Morgan

+6.7%

+1.0%Year to date+6.7%

−2.7%Worst drop · 1Y−11.5%

1.9%Volatility · 1Y17.0%

3.2%Yield12.4%

$11.3MAssets$42.1B

2–2level

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

Yield

$10k

JEPQ12.37%$1,237

STAX3.21%$321

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

STAX$321 − $29 = $292

KeptFee

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

Overlap: STAX, JEPQ

Today

[…]holdings […]

STAXJEPQ

STAX—[…]

JEPQ[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+7.6%JEPQ, at 17.0% volatility

STAXWorst drop−2.7%1.9% 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

JEPQSTAX

+6.7%Year to date+1.0%

12.4%Yield3.2%

+7.6%Past year+1.5%

0.35%Fee0.29%

3–1JEPQ wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD 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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STAX and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two