Compare · 2 funds side by side · dividends reinvested

XMHQ and JEPI

XMHQInvesco×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,236XMHQ · best of the two

02 / 04

XMHQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P MidCap Quality ETFUS Stock Styles · Mid cap0.30%0.56%+15.2%+16.2%+17.8%+10.2%−8.4%15.1%$5.8B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: XMHQ 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap Quality ETF · $5.8B$16,236

XMHQ

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

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

XMHQMeasureJEPI

+15.2%Year to dateJan 1 → Nov 5+5.2%

+16.2%1 yearTotal return+8.3%

+17.8%3 years · per year$10,000 became $16,362 · $13,674+11.0%

+10.2%5 years · per year$10,000 became $16,236 · $14,108+7.1%

0.30%Expense ratio$30 · $35 a year on $10k · lower is better0.35%

0.56%Trailing 12-mo yield$56 · $809 a year on $10k8.09%

−8.4%Worst dropSmaller is better−6.7%

15.1%VolatilityLower is calmer8.8%

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

5–3XMHQ wins

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

More Ways to See the Pairs

XMHQ vs JEPI: Top 5 Holdings

Today

XMHQ

18.5%in top 5

JEPI

in top 59.9%

XMHQStockJEPI

4.0%MANHnot top 5

3.9%FTInot top 5

3.9%EXELnot top 5

3.7%MEDPnot top 5

3.1%UTHRnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common0.0%

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

XMHQ vs JEPI Returns, Every Period

InvescoXMHQ

+10.2%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

XMHQJEPIFaded: behind in that period

4–0XMHQ wins

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

Stocks vs Income: XMHQ vs JEPI

YTD

InvescoXMHQ

+15.2%

JEPIJ.P. Morgan

+5.2%

+15.2%Year to date+5.2%

−8.4%Worst drop · 1Y−6.7%

15.1%Volatility · 1Y8.8%

0.6%Yield8.1%

$5.8BAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: XMHQ, JEPI

Today

0.30%lowest, XMHQ

FundExpense ratioFee$10k

XMHQ0.30%$30

JEPI0.35%$35

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

Yields: XMHQ, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

XMHQ0.56%$56

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

XMHQ$56 − $30 = $26

KeptFee

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

Overlap: XMHQ, JEPI

Today

0.0%most shared, XMHQ and JEPI

XMHQJEPI

XMHQ—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+16.2%XMHQ, at 15.1% volatility

JEPIWorst drop−6.7%8.8% vol

XMHQWorst drop−8.4%15.1% vol

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

Paid More vs Made More

YTD

JEPIXMHQ

+5.2%Year to date+15.2%

8.1%Yield0.6%

+8.3%Past year+16.2%

0.35%Fee0.30%

3–1XMHQ 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