DIAL vs JEPQ

ADIAL

BJEPQ

Measures won3–2DIAL wins · of 6 · 5Y

$10,000 · 5Y$10,169DIAL

Lowest cost0.29%DIAL · $29 on $10k

Most income12.20%JEPQ · $1,220 on $10k

Smallest drop−4.7%DIAL · worst fall in 1Y

Held in common[…]DIAL and JEPQ

DIAL

JEPQ

Columbia Diversified Fixed Income Allocation ETF · $409MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+6.1%3 years · per year$11,952 · $16,525+18.2%

+0.3%5 years · per year$10,169 · […][…]

0.29%Expense ratio$29 · $35 on $10k · lower wins0.35%

5.30%12-mo yield$530 · $1,220 on $10k12.20%

−4.7%

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ADIAL	Columbia Diversified Fixed Income Allocation ETFRead Desk		0.29%	5.30%	−0.1%	−0.8%	−0.1%	+6.1%	+0.3%	−4.7%	$409M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADIAL	Columbia Diversified Fixed Income Allocation ETFRead Desk		0.29%	5.30%	−0.1%	−0.8%	−0.1%	+6.1%	+0.3%	−4.7%	$409M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DIAL vs JEPQ

DIAL

Columbia Diversified Fixed Income Allocation

$10,169

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDIALJEPQ

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield5.30%12.20%

5 years, per year+0.3%[…]

3 years, per year+6.1%+18.2%

Worst drop · 1Y−4.7%−11.5%

Volatility · 1Y4.7%

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DIAL vs JEPQ

Both

Both

$10,000 in DIAL, JEPQ

Overlap: DIAL, JEPQ

DIAL vs JEPQ

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Overlap: DIAL, JEPQ

Income After Fees on $10,000