Compare · 2 funds side by side · dividends reinvested

TLH and JEPQ

TLHiShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$7,869TLH · best of the two

02 / 04

TLH and JEPQ, 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%$42.1B1.3

iShares 10-20 Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.65%−1.9%−2.8%+5.0%−4.9%−10.3%8.1%$12.3B1.6

Rank among the two1st → 2ndFee, 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: TLH 2007 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares 10-20 Year Treasury Bond ETF · $12.3B$7,869

TLH

JEPQ

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

$10,000 five years ago, dividends reinvested

TLHMeasureJEPQ

−1.9%Year to dateJan 1 → Nov 5+8.5%

−2.8%1 yearTotal return+9.3%

+5.0%3 years · per year$10,000 became $11,581 · $17,406+20.3%

−4.9%5 years · per year$10,000 became $7,791 · […][…]

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

4.65%Trailing 12-mo yield$465 · $1,217 a year on $10k12.17%

−10.3%Worst dropSmaller is better−8.8%

8.1%VolatilityLower is calmer15.5%

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

2–5JEPQ wins

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

More Ways to See the Pairs

TLH vs JEPQ: Top 5 Holdings

Today

TLH

[…]in top 5

JEPQ

in top 528.3%

TLHStockJEPQ

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

TLH vs JEPQ Returns, Every Period

iSharesTLH

−2.8%

past year

JEPQJ.P. Morgan

+9.3%

past year

TLHJEPQFaded: behind in that period

0–3JEPQ wins

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

Bonds vs Income: TLH vs JEPQ

YTD

iSharesTLH

−1.9%

JEPQJ.P. Morgan

+8.5%

−1.9%Year to date+8.5%

−10.3%Worst drop · 1Y−8.8%

8.1%Volatility · 1Y15.5%

4.6%Yield12.2%

$12.3BAssets$42.1B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: TLH, JEPQ

Today

0.15%lowest, TLH

FundExpense ratioFee$10k

TLH0.15%$15

JEPQ0.35%$35

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

Yields: TLH, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

TLH4.65%$465

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

TLH$465 − $15 = $450

KeptFee

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

Overlap: TLH, JEPQ

Today

[…]holdings […]

TLHJEPQ

TLH—[…]

JEPQ[…]—

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

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

TLHWorst drop−10.3%8.1% 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

JEPQTLH

+8.5%Year to date−1.9%

12.2%Yield4.6%

+9.3%Past year−2.8%

0.35%Fee0.15%

3–1JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026