Compare · 3 funds side by side · dividends reinvested

ULTY, JEPQ and JEPI

ULTYYieldMax×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,510JEPI · best of the three

Story of the three · IncomeMost incomeULTY · 100.92% · $10,093 a year on $10k

Story of the three · RiskSmallest drop

ULTY, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B1.7

YieldMax Ultra Option Income Strategy ETFIncome · Covered calls1.40%100.92%−3.3%−9.6%[…][…]−17.2%22.6%$541M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: ULTY 2024 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

YieldMax Ultra Option Income Strategy ETF · $541M[…]

ULTY

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 18.5% in common

ULTY

More Ways to See the Pairs

ULTY vs JEPQ: Top 5 Holdings

Today

ULTY

26.0%in top 5

JEPQ

in top 527.3%

ULTYStockJEPQ

not top 5AAPL7.2%

6.0%ADInot top 5

not top 5NVDA5.9%

not top 5MSFT5.6%

5.3%GOOGLnot top 5

Cost, Income and Risk

Fees: ULTY, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

ULTY1.40%$140

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

JEPQ

−3.3%Year to dateJan 1 → Nov 12+7.8%

−9.6%1 yearTotal return+8.8%

[…]3 years · per year$10,000 became […] · $16,406+17.9%

[…]5 years · per year[…]

1.40%Expense ratio$140 · $35 a year on $10k · lower is better0.35%

100.92%Trailing 12-mo yield$10,093 · $1,224 a year on $10k12.24%

−17.2%Worst dropSmaller is better−11.5%

22.6%VolatilityLower is calmer16.9%

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

1–5JEPQ wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.0%SPCXnot top 5

4.9%BABAnot top 5

4.8%GDXnot top 5

not top 5GOOG4.3%

not top 5AMZN4.2%

Held in common18.5%

End-of-day Nov 12, 2026 · share of each fund

ULTY vs JEPQ Returns, Every Period

1Y

YieldMaxULTY

−9.6%

past year

JEPQJ.P. Morgan

+8.8%

past year

ULTYJEPQFaded: behind in that period

0–2JEPQ wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

ULTY vs JEPQ

YTD

YieldMaxULTY

−3.3%

JEPQJ.P. Morgan

+7.8%

−3.3%Year to date+7.8%

−17.2%Worst drop · 1Y−11.5%

22.6%Volatility · 1Y16.9%

100.9%Yield12.2%

$541MAssets$42.6B

3–1JEPQ wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: ULTY, JEPQ, JEPI

1Y

100.92%highest, ULTY

FundTrailing yieldYield$10k

ULTY100.92%$10,093

JEPQ12.24%$1,224

JEPI7.86%$786

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

Income After Fees on $10,000

1Y

$9,953most kept, ULTY

ULTY$10,093 − $140 = $9,953

JEPQ$1,224 − $35 = $1,189

JEPI$786 − $35 = $751

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: ULTY, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

ULTYJEPQJEPI

ULTY—18.5%10.1%

JEPQ18.5%—28.4%

JEPI10.1%28.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.1%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%16.9% vol

ULTYWorst drop−17.2%22.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

ULTYJEPI

−3.3%Year to date+8.3%

100.9%Yield7.9%

−9.6%Past year+10.1%

1.40%Fee0.35%

3–1JEPI wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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ULTY, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: ULTY, JEPQ, JEPI