Compare · 3 funds side by side · dividends reinvested

THRO, JEPQ and JEPI

THROiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

THRO, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.5

iShares U.S. Thematic Rotation Active ETFUS Stock Styles · Large cap0.57%0.32%+7.6%+7.9%+22.2%[…]−10.9%15.3%$7.0B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.3

Rank among the three1st → 3rdFee, 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: THRO 2021 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Thematic Rotation Active ETF · $7.0B[…]

THRO

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 45.9% in common

THROMeasureJEPQ

+7.6%Year to dateJan 1 → Nov 6+3.2%

+7.9%1 yearTotal return+4.5%

+22.2%3 years · per year$10,000 became $18,241 · $16,202+17.4%

[…]5 years · per year[…]

0.57%Expense ratio$57 · $35 a year on $10k · lower is better0.35%

0.32%Trailing 12-mo yield$32 · $1,279 a year on $10k12.79%

−10.9%Worst dropSmaller is better−11.5%

15.3%VolatilityLower is calmer16.7%

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

5–2THRO wins

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

More Ways to See the Pairs

THRO vs JEPQ: Top 5 Holdings

Today

THRO

30.2%in top 5

JEPQ

in top 528.9%

THROStockJEPQ

8.6%AAPL7.4%

7.3%NVDA6.6%

6.4%MSFT6.1%

4.7%AMZN4.4%

not top 5GOOG4.4%

3.2%GOOGLnot top 5

Held in common45.9%

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

THRO vs JEPQ Returns, Every Period

iSharesTHRO

+7.9%

past year

JEPQJ.P. Morgan

+4.5%

past year

THROJEPQFaded: behind in that period

3–0THRO wins

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

Stocks vs Income: THRO vs JEPQ

YTD

iSharesTHRO

+7.6%

JEPQJ.P. Morgan

+3.2%

+7.6%Year to date+3.2%

−10.9%Worst drop · 1Y−11.5%

15.3%Volatility · 1Y16.7%

0.3%Yield12.8%

$7.0BAssets$42.6B

3–1THRO wins

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

Cost, Income and Risk

Fees: THRO, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

THRO0.57%$57

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

Yields: THRO, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

THRO0.32%$32

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

THRO$32 − $57 = −$25

KeptFee

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

Overlap: THRO, JEPQ, JEPI

Today

45.9%most shared, THRO and JEPQ

THROJEPQJEPI

THRO—45.9%32.8%

JEPQ45.9%—26.8%

JEPI32.8%26.8%—

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

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

THROWorst drop−10.9%15.3% 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

JEPQTHRO

+3.2%Year to date+7.6%

12.8%Yield0.3%

+4.5%Past year+7.9%

0.35%Fee0.57%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026