Compare · 3 funds side by side · dividends reinvested

STOX, JEPQ and JEPI

STOXHorizon Funds×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,322JEPI · best of the three

02 / 04

STOX, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.6

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

Horizon Funds - Horizon Core Equity ETFIncome · Covered calls0.70%0.17%+11.7%+12.4%[…][…]−9.3%12.9%$237M2.2

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: STOX 2025 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Funds - Horizon Core Equity ETF · $237M[…]

STOX

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 30.6% in common

STOXMeasureJEPQ

+11.7%Year to dateJan 1 → Nov 3+7.5%

+12.4%1 yearTotal return+8.6%

[…]3 years · per year$10,000 became […] · $17,450+20.4%

[…]5 years · per year[…]

0.70%Expense ratio$70 · $35 a year on $10k · lower is better0.35%

0.17%Trailing 12-mo yield$17 · $1,228 a year on $10k12.28%

−9.3%Worst dropSmaller is better−8.8%

12.9%VolatilityLower is calmer15.5%

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

3–3Level

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

More Ways to See the Pairs

STOX vs JEPQ: Top 5 Holdings

Today

STOX

24.8%in top 5

JEPQ

in top 527.5%

STOXStockJEPQ

6.2%NVDA6.9%

not top 5AAPL6.9%

6.4%MAGSnot top 5

5.4%MSFT5.5%

4.4%GOOGLnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

2.5%LLYnot top 5

Held in common30.6%

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

STOX vs JEPQ Returns, Every Period

Horizon FundsSTOX

+12.4%

past year

JEPQJ.P. Morgan

+8.6%

past year

STOXJEPQFaded: behind in that period

2–0STOX wins

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

STOX vs JEPQ

YTD

Horizon FundsSTOX

+11.7%

JEPQJ.P. Morgan

+7.5%

+11.7%Year to date+7.5%

−9.3%Worst drop · 1Y−8.8%

12.9%Volatility · 1Y15.5%

0.2%Yield12.3%

$237MAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: STOX, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

STOX0.70%$70

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

Yields: STOX, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

STOX0.17%$17

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

STOX$17 − $70 = −$53

KeptFee

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

Overlap: STOX, JEPQ, JEPI

Today

33.3%most shared, STOX and JEPI

STOXJEPQJEPI

STOX—30.6%33.3%

JEPQ30.6%—26.6%

JEPI33.3%26.6%—

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

Return vs Bumpiness: 3 ETFs

+12.4%STOX, at 12.9% volatility

JEPIWorst drop−6.7%7.9% vol

STOXWorst drop−9.3%12.9% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQSTOX

+7.5%Year to date+11.7%

12.3%Yield0.2%

+8.6%Past year+12.4%

0.35%Fee0.70%

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