Compare · 2 funds side by side · dividends reinvested

TRTY and JEPQ

TRTYCambria Funds×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,281TRTY · best of the two

02 / 04

TRTY and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Cambria Trinity ETFUnsorted0.39%2.85%+9.5%+12.9%+11.9%+5.8%−5.5%10.0%$283M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: TRTY 2018 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Cambria Trinity ETF · $283M$13,281

TRTY

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

TRTYMeasureJEPQ

+9.5%Year to dateJan 1 → Nov 6+3.2%

+12.9%1 yearTotal return+4.5%

+11.9%3 years · per year$10,000 became $14,004 · $16,202+17.4%

+5.8%5 years · per year$10,000 became $13,281 · […][…]

0.39%Expense ratio$39 · $35 a year on $10k · lower is better0.35%

2.85%Trailing 12-mo yield$285 · $1,279 a year on $10k12.79%

−5.5%Worst dropSmaller is better−11.5%

10.0%VolatilityLower is calmer16.7%

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

4–3TRTY wins

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

More Ways to See the Pairs

TRTY vs JEPQ: Top 5 Holdings

Today

TRTY

39.8%in top 5

JEPQ

in top 528.9%

TRTYStockJEPQ

8.3%GVALnot top 5

8.0%FYLDnot top 5

7.9%EYLDnot top 5

7.9%MFUTnot top 5

7.6%VAMOnot top 5

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common0.0%

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

TRTY vs JEPQ Returns, Every Period

Cambria FundsTRTY

+12.9%

past year

JEPQJ.P. Morgan

+4.5%

past year

TRTYJEPQFaded: behind in that period

2–1TRTY wins

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

Unsorted vs Income: TRTY vs JEPQ

YTD

Cambria FundsTRTY

+9.5%

JEPQJ.P. Morgan

+3.2%

+9.5%Year to date+3.2%

−5.5%Worst drop · 1Y−11.5%

10.0%Volatility · 1Y16.7%

2.8%Yield12.8%

$283MAssets$42.6B

3–1TRTY wins

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

Cost, Income and Risk

Fees: TRTY, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

TRTY0.39%$39

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

Yields: TRTY, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

TRTY2.85%$285

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

TRTY$285 − $39 = $246

KeptFee

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

Overlap: TRTY, JEPQ

Today

0.0%most shared, TRTY and JEPQ

TRTYJEPQ

TRTY—0.0%

JEPQ0.0%—

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

Return vs Bumpiness: 2 ETFs

+12.9%TRTY, at 10.0% volatility

TRTYWorst drop−5.5%10.0% 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

JEPQTRTY

+3.2%Year to date+9.5%

12.8%Yield2.8%

+4.5%Past year+12.9%

0.35%Fee0.39%

2–2level

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026