Compare · 3 funds side by side · dividends reinvested

TOLL, JEPQ and JEPI

TOLLTema×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

TOLL, 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%$46.0B1.8

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

Tema Durable Quality ETFUS Stock Styles · Factor0.55%0.28%+15.0%+17.0%+20.7%[…]−11.3%17.1%$61M2.1

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: TOLL 2023 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Tema Durable Quality ETF · $61M[…]

TOLL

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 7.2% in common

TOLLMeasureJEPQ

+15.0%Year to dateJan 1 → Nov 3+7.5%

+17.0%1 yearTotal return+8.6%

+20.7%3 years · per year$10,000 became $17,566 · $17,450+20.4%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $35 a year on $10k · lower is better0.35%

0.28%Trailing 12-mo yield$28 · $1,228 a year on $10k12.28%

−11.3%Worst dropSmaller is better−8.8%

17.1%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

TOLL vs JEPQ: Top 5 Holdings

Today

TOLL

22.8%in top 5

JEPQ

in top 527.5%

TOLLStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

5.8%Vnot top 5

not top 5MSFT5.5%

4.6%GEnot top 5

4.3%PFGCnot top 5

4.2%CBOEnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

3.9%LRCXnot top 5

Held in common7.2%

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

TOLL vs JEPQ Returns, Every Period

TemaTOLL

+17.0%

past year

JEPQJ.P. Morgan

+8.6%

past year

TOLLJEPQFaded: behind in that period

3–0TOLL wins

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

Stocks vs Income: TOLL vs JEPQ

YTD

TemaTOLL

+15.0%

JEPQJ.P. Morgan

+7.5%

+15.0%Year to date+7.5%

−11.3%Worst drop · 1Y−8.8%

17.1%Volatility · 1Y15.5%

0.3%Yield12.3%

$61.1MAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: TOLL, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

TOLL0.55%$55

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

Yields: TOLL, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

TOLL0.28%$28

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

TOLL$28 − $55 = −$27

KeptFee

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

Overlap: TOLL, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

TOLLJEPQJEPI

TOLL—7.2%10.9%

JEPQ7.2%—26.6%

JEPI10.9%26.6%—

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

Return vs Bumpiness: 3 ETFs

+17.0%TOLL, at 17.1% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

TOLLWorst drop−11.3%17.1% vol

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

Paid More vs Made More

YTD

JEPQTOLL

+7.5%Year to date+15.0%

12.3%Yield0.3%

+8.6%Past year+17.0%

0.35%Fee0.55%

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