Compare TOPT and JEPQ

TOPT 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%$42.1B1.1

iShares Top 20 U.S. Stocks ETFUS Stock Styles · Large cap0.20%0.38%+4.6%+4.6%[…][…]−12.5%16.3%$724M1.8

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: TOPT 2024 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Top 20 U.S. Stocks ETF · $724M[…]

TOPT

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 43.5% in common

TOPTMeasureJEPQ

+4.6%Year to dateJan 1 → Nov 5+8.5%

+4.6%1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $17,406+20.3%

[…]5 years · per year[…]

0.20%Expense ratio$20 · $35 a year on $10k · lower is better0.35%

0.38%Trailing 12-mo yield$38 · $1,217 a year on $10k12.17%

−12.5%Worst dropSmaller is better−8.8%

16.3%VolatilityLower is calmer15.5%

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

1–5JEPQ wins

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

More Ways to See the Pairs

TOPT vs JEPQ: Top 5 Holdings

Today

TOPT

51.9%in top 5

JEPQ

in top 528.3%

TOPTStockJEPQ

15.5%AAPL7.1%

14.7%NVDA6.8%

12.5%MSFT6.0%

4.7%AMZN4.2%

4.5%LLYnot top 5

not top 5GOOG4.2%

Held in common43.5%

End-of-day Nov 5, 2026 · share of each fund

TOPT vs JEPQ Returns, Every Period

1Y

iSharesTOPT

+4.6%

past year

JEPQJ.P. Morgan

+9.3%

past year

TOPTJEPQFaded: behind in that period

0–2JEPQ wins

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

Stocks vs Income: TOPT vs JEPQ

YTD

iSharesTOPT

+4.6%

JEPQJ.P. Morgan

+8.5%

+4.6%Year to date+8.5%

−12.5%Worst drop · 1Y−8.8%

16.3%Volatility · 1Y15.5%

0.4%Yield12.2%

$724MAssets$42.1B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: TOPT, JEPQ

Today

0.20%lowest, TOPT

FundExpense ratioFee$10k

TOPT0.20%$20

JEPQ0.35%$35

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

Yields: TOPT, JEPQ

1Y

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

TOPT0.38%$38

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

TOPT$38 − $20 = $18

KeptFee

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

Overlap: TOPT, JEPQ

Today

43.5%most shared, TOPT and JEPQ

TOPTJEPQ

TOPT—43.5%

JEPQ43.5%—

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

Return vs Bumpiness: 2 ETFs

1Y

+9.3%JEPQ, at 15.5% volatility

JEPQWorst drop−8.8%15.5% vol

TOPTWorst drop−12.5%16.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQTOPT

+8.5%Year to date+4.6%

12.2%Yield0.4%

+9.3%Past year+4.6%

0.35%Fee0.20%

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

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026