CPLB vs JEPQ5YCPLBCPLBAvsBJEPQJEPQNYLI MacKay Core Plus Bond ETF · $492MJPMorgan Nasdaq Equity Premium Income ETF · $41.8BReturns · dividends in+6.2%3 years · per year$11,978 · $16,525+18.2%+0.5%5 years · per year$10,259 · […][…]Cost and income0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%5.52%12-mo yield$552 · $1,220 on $10k12.20%Risk · 1 year−4.0%End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ACPLBNYLI MacKay Core Plus Bond ETFReadDesk0.35%5.52%0.0%−0.4%+0.2%+6.2%+0.5%−4.0%$492M2BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.20%+2.0%+8.1%+9.0%+18.2%new−11.5%$41.8BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ACPLBNYLI MacKay Core Plus Bond ETFReadDesk0.35%5.52%0.0%−0.4%+0.2%+6.2%+0.5%−4.0%$492M2BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.20%+2.0%+8.1%+9.0%+18.2%new−11.5%$41.8BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in CPLB, JEPQ5Y$10k startCPLB $10.2kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CPLB, JEPQToday0.0%most shared, CPLB and JEPQCPLBJEPQCPLB—0.0%JEPQ0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
CPLB vs JEPQ5YACPLBNYLI MacKay Core Plus Bond$10,259vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureCPLBJEPQFee0.35%0.35%Cost on $10k a year$35$35Yield5.52%12.20%5 years, per year+0.5%[…]3 years, per year+6.2%+18.2%Worst drop · 1Y−4.0%−11.5%Volatility · 1Y3.8%
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 12+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 12+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: CPLB, JEPQToday0.0%most shared, CPLB and JEPQCPLBJEPQCPLB—0.0%JEPQ0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,185most kept, JEPQJEPQ$1,220 − $35 = $1,185CPLB$552 − $35 = $517KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee