Compare · 2 funds side by side · dividends reinvested

XMHQ and JEPQ

XMHQInvesco×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,002XMHQ · best of the two

02 / 04

XMHQ and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P MidCap Quality ETFUS Stock Styles · Mid cap0.30%0.54%+19.0%+19.2%+19.5%+11.2%−8.4%14.7%$5.8B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: XMHQ 2006 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap Quality ETF · $5.8B$17,002

XMHQ

JEPQ

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

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

XMHQMeasureJEPQ

+19.0%Year to dateJan 1 → Nov 4+8.5%

+19.2%1 yearTotal return+9.3%

+19.5%3 years · per year$10,000 became $17,048 · $17,406+20.3%

+11.2%5 years · per year$10,000 became $17,002 · […][…]

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

0.54%Trailing 12-mo yield$54 · $1,217 a year on $10k12.17%

−8.4%Worst dropSmaller is better−8.8%

14.7%VolatilityLower is calmer15.5%

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

5–2XMHQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XMHQ vs JEPQ: Top 5 Holdings

Today

XMHQ

18.8%in top 5

JEPQ

in top 527.9%

XMHQStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

4.1%FTInot top 5

3.9%MANHnot top 5

3.9%EXELnot top 5

3.8%MEDPnot top 5

3.1%UTHRnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

XMHQ vs JEPQ Returns, Every Period

InvescoXMHQ

+19.2%

past year

JEPQJ.P. Morgan

+9.3%

past year

XMHQJEPQFaded: behind in that period

2–1XMHQ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: XMHQ vs JEPQ

YTD

InvescoXMHQ

+19.0%

JEPQJ.P. Morgan

+8.5%

+19.0%Year to date+8.5%

−8.4%Worst drop · 1Y−8.8%

14.7%Volatility · 1Y15.5%

0.5%Yield12.2%

$5.8BAssets$42.1B

3–1XMHQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XMHQ, JEPQ

Today

0.30%lowest, XMHQ

FundExpense ratioFee$10k

XMHQ0.30%$30

JEPQ0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XMHQ, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

XMHQ0.54%$54

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

XMHQ$54 − $30 = $24

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XMHQ, JEPQ

Today

0.0%most shared, XMHQ and JEPQ

XMHQJEPQ

XMHQ—0.0%

JEPQ0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.2%XMHQ, at 14.7% volatility

XMHQWorst drop−8.4%14.7% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQXMHQ

+8.5%Year to date+19.0%

12.2%Yield0.5%

+9.3%Past year+19.2%

0.35%Fee0.30%

3–1XMHQ wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026