Compare TCAF and JEPQ

TCAF and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.45%+10.6%+10.3%+20.3%[…]−10.8%13.1%$7.9B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: TCAF 2023 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

T. Rowe Capital Appreciation Equity ETF · $7.9B[…]

TCAF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

TCAFMeasureJEPQ

+10.6%Year to dateJan 1 → Nov 6+3.2%

+10.3%1 yearTotal return+4.5%

+20.3%3 years · per year$10,000 became $17,395 · $16,202+17.4%

[…]5 years · per year[…]

0.31%Expense ratio$31 · $35 a year on $10k · lower is better0.35%

0.45%Trailing 12-mo yield$45 · $1,279 a year on $10k12.79%

−10.8%Worst dropSmaller is better−11.5%

13.1%VolatilityLower is calmer16.7%

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

6–1TCAF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TCAF vs JEPQ: Top 5 Holdings

Today

TCAF

26.6%in top 5

JEPQ

in top 528.9%

TCAFStockJEPQ

7.7%MSFT.NEnot top 5

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

5.8%AMZN.NEnot top 5

5.1%AAPL.MXnot top 5

5.0%NVDA.NEnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

3.0%CNPnot top 5

Held in common2.6%

End-of-day Nov 6, 2026 · share of each fund

TCAF vs JEPQ Returns, Every Period

1Y

T. Rowe PriceTCAF

+10.3%

past year

JEPQJ.P. Morgan

+4.5%

past year

TCAFJEPQFaded: behind in that period

3–0TCAF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: TCAF vs JEPQ

YTD

T. Rowe PriceTCAF

+10.6%

JEPQJ.P. Morgan

+3.2%

+10.6%Year to date+3.2%

−10.8%Worst drop · 1Y−11.5%

13.1%Volatility · 1Y16.7%

0.5%Yield12.8%

$7.9BAssets$40.7B

3–1TCAF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TCAF, JEPQ

Today

0.31%lowest, TCAF

FundExpense ratioFee$10k

TCAF0.31%$31

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: TCAF, JEPQ

1Y

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

TCAF0.45%$45

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

TCAF$45 − $31 = $14

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: TCAF, JEPQ

Today

2.6%most shared, TCAF and JEPQ

TCAFJEPQ

TCAF—2.6%

JEPQ2.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+10.3%TCAF, at 13.1% volatility

TCAFWorst drop−10.8%13.1% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQTCAF

+3.2%Year to date+10.6%

12.8%Yield0.5%

+4.5%Past year+10.3%

0.35%Fee0.31%

3–1TCAF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026