MATR vs JEPQ5YMATRMATRAvsBJEPQJEPQHarbor Multi-Asset Explorer ETF · $10MJPMorgan Nasdaq Equity Premium Income ETF · $42.5BReturns · dividends in+13.9%3 years · per year$14,779 · $16,188+17.4%[…]5 years · per year[…]Cost and income0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%2.90%12-mo yield$290 · $1,237 on $10k12.37%
$10,000 in MATR, JEPQ, JEPI5Y$10k startJEPI $14.5kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: MATR, JEPQ, JEPIToday28.4%most shared, JEPQ and JEPIMATRJEPQJEPIMATR—0.0%0.0%JEPQ0.0%—28.4%JEPI0.0%28.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
MATR vs JEPQ5YAMATRHarbor Multi-Asset Explorer[…]vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureMATRJEPQFee0.80%0.35%Cost on $10k a year$80$35Yield2.90%12.37%5 years, per year[…][…]3 years, per year+13.9%+17.4%Worst drop · 1Y−7.7%−11.5%Volatility · 1Y11.9%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.1B2AMATRHarbor Multi-Asset Explorer ETFReadDesk0.80%2.90%−0.3%+1.9%+2.4%+13.9%new−7.7%$10M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.5BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.1B2AMATRHarbor Multi-Asset Explorer ETFReadDesk0.80%2.90%−0.3%+1.9%+2.4%+13.9%new−7.7%$10M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.5BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: MATR, JEPQ, JEPIToday28.4%most shared, JEPQ and JEPIMATRJEPQJEPIMATR—0.0%0.0%JEPQ0.0%—28.4%JEPI0.0%28.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,202most kept, JEPQJEPQ$1,237 − $35 = $1,202JEPI$787 − $35 = $752MATR$290 − $80 = $210KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee