Compare · 2 funds side by side · dividends reinvested

XSLV and JEPQ

XSLVInvesco×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,158XSLV · best of the two

02 / 04

XSLV and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P SmallCap Low Volatility ETFUS Stock Styles · Small cap0.25%2.34%+15.0%+19.4%+13.9%+4.0%−9.5%13.1%$241M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: XSLV 2013 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Low Volatility ETF · $241M$12,158

XSLV

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

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

XSLVMeasureJEPQ

+15.0%Year to dateJan 1 → Nov 4+8.5%

+19.4%1 yearTotal return+9.3%

+13.9%3 years · per year$10,000 became $14,782 · $17,406+20.3%

+4.0%5 years · per year$10,000 became $12,158 · […][…]

0.25%Expense ratio$25 · $35 a year on $10k · lower is better0.35%

2.34%Trailing 12-mo yield$234 · $1,217 a year on $10k12.17%

−9.5%Worst dropSmaller is better−8.8%

13.1%VolatilityLower is calmer15.5%

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

4–3XSLV wins

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

More Ways to See the Pairs

XSLV vs JEPQ: Top 5 Holdings

Today

XSLV

6.1%in top 5

JEPQ

in top 527.9%

XSLVStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

1.4%PECOnot top 5

1.3%LTCnot top 5

1.2%IVTnot top 5

1.1%APLEnot top 5

1.1%AVAnot top 5

Held in common0.0%

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

XSLV vs JEPQ Returns, Every Period

InvescoXSLV

+19.4%

past year

JEPQJ.P. Morgan

+9.3%

past year

XSLVJEPQFaded: behind in that period

2–1XSLV wins

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

Stocks vs Income: XSLV vs JEPQ

YTD

InvescoXSLV

+15.0%

JEPQJ.P. Morgan

+8.5%

+15.0%Year to date+8.5%

−9.5%Worst drop · 1Y−8.8%

13.1%Volatility · 1Y15.5%

2.3%Yield12.2%

$241MAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: XSLV, JEPQ

Today

0.25%lowest, XSLV

FundExpense ratioFee$10k

XSLV0.25%$25

JEPQ0.35%$35

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

Yields: XSLV, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

XSLV2.34%$234

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

XSLV$234 − $25 = $209

KeptFee

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

Overlap: XSLV, JEPQ

Today

0.0%most shared, XSLV and JEPQ

XSLVJEPQ

XSLV—0.0%

JEPQ0.0%—

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

Return vs Bumpiness: 2 ETFs

+19.4%XSLV, at 13.1% volatility

XSLVWorst drop−9.5%13.1% 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

JEPQXSLV

+8.5%Year to date+15.0%

12.2%Yield2.3%

+9.3%Past year+19.4%

0.35%Fee0.25%

3–1XSLV 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%

$41.8BAssets$46.0B

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%

$121BAssets$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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026