Compare USOY and JEPQ

USOY 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%$42.1B1.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.64%+60.8%+59.4%[…][…]−25.5%39.0%$79M1.5

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: USOY 2024 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Oil Enhanced Options Income ETF · $79M[…]

USOY

JEPQ

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

$10,000 five years ago, dividends reinvested

USOYMeasureJEPQ

+60.8%Year to dateJan 1 → Nov 5+8.5%

+59.4%1 yearTotal return+9.3%

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

[…]5 years · per year[…]

1.12%Expense ratio$112 · $35 a year on $10k · lower is better0.35%

54.64%Trailing 12-mo yield$5,464 · $1,217 a year on $10k12.17%

−25.5%Worst dropSmaller is better−8.8%

39.0%VolatilityLower is calmer15.5%

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

3–3Level

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

More Ways to See the Pairs

USOY vs JEPQ: Top 5 Holdings

Today

USOY

[…]in top 5

JEPQ

in top 528.3%

USOYStockJEPQ

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

USOY vs JEPQ Returns, Every Period

1Y

DefianceUSOY

+59.4%

past year

JEPQJ.P. Morgan

+9.3%

past year

USOYJEPQFaded: behind in that period

2–0USOY wins

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

USOY vs JEPQ

YTD

DefianceUSOY

+60.8%

JEPQJ.P. Morgan

+8.5%

+60.8%Year to date+8.5%

−25.5%Worst drop · 1Y−8.8%

39.0%Volatility · 1Y15.5%

54.6%Yield12.2%

$78.8MAssets$42.1B

2–2level

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

Cost, Income and Risk

Fees: USOY, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

USOY1.12%$112

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

Yields: USOY, JEPQ

1Y

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

JEPQ12.17%$1,217

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

Income After Fees on $10,000

1Y

$5,352most kept, USOY

USOY$5,464 − $112 = $5,352

JEPQ$1,217 − $35 = $1,182

KeptFee

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

Overlap: USOY, JEPQ

Today

[…]holdings […]

USOYJEPQ

USOY—[…]

JEPQ[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+59.4%USOY, at 39.0% volatility

JEPQWorst drop−8.8%15.5% vol

USOYWorst drop−25.5%39.0% vol

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

Paid More vs Made More

YTD

USOYJEPQ

+60.8%Year to date+8.5%

54.6%Yield12.2%

+59.4%Past year+9.3%

1.12%Fee0.35%

3–1USOY 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