JEPQ vs BALI

AJEPQ

BBALI

Measures won1–3BALI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.45%JEPQ · $1,245 on $10k

Smallest drop−6.7%BALI · worst fall in 1Y

Held in common43.9%JEPQ and BALI

JEPQ

BALI

JPMorgan Nasdaq Equity Premium Income ETF · $42.0BiShares U.S. Large Cap Premium Income Active ETF · $1.5B

+17.6%3 years · per year$16,284 · $17,014+19.4%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

12.45%12-mo yield$1,245 · $795 on $10k7.95%

−11.5%Worst dropSmaller wins

End-of-day Nov 10, 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							5Y/yr
1	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B
2	BBALI	iShares U.S. Large Cap Premium Income Active ETFRead Desk		0.35%	7.95%	−0.2%	+12.8%	+15.6%	+19.4%	new	−6.7%	$1.5B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B
2	BBALI	iShares U.S. Large Cap Premium Income Active ETFRead Desk		0.35%	7.95%	−0.2%	+12.8%	+15.6%	+19.4%	new	−6.7%	$1.5B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPQ vs BALI

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

BALI

iShares U.S. Large Cap Premium Income Active

[…]

MeasureJEPQBALI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield12.45%7.95%

5 years, per year[…][…]

3 years, per year+17.6%+19.4%

Worst drop · 1Y−11.5%−6.7%

Volatility · 1Y16.9%11.6%

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JEPQ vs BALI

Both

Both

$10,000 in JEPQ, BALI

Overlap: JEPQ, BALI

JEPQ vs BALI

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Overlap: JEPQ, BALI

Income After Fees on $10,000