NFLT vs JEPQ5YNFLTNFLTAvsBJEPQJEPQVirtus Newfleet Multi-Sector Bond ETF · $568MJPMorgan Nasdaq Equity Premium Income ETF · $42.0BReturns · dividends in+7.1%3 years · per year$12,270 · $16,284+17.6%+2.8%5 years · per year$11,491 · […][…]Cost and income0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%5.54%12-mo yield$554 · $1,245 on $10k12.45%Risk · 1 year−3.0%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
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ANFLTVirtus Newfleet Multi-Sector Bond ETFReadDesk0.50%5.54%−0.7%+0.8%+1.4%+7.1%+2.8%−3.0%$568M2BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.45%−0.5%+6.0%+8.8%+17.6%new−11.5%$42.0BEnd-of-day Nov 10, 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▲▼1ANFLTVirtus Newfleet Multi-Sector Bond ETFReadDesk0.50%5.54%−0.7%+0.8%+1.4%+7.1%+2.8%−3.0%$568M2BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.45%−0.5%+6.0%+8.8%+17.6%new−11.5%$42.0BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in NFLT, JEPQ5Y$10k startNFLT $11.5kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: NFLT, JEPQToday0.0%most shared, NFLT and JEPQNFLTJEPQNFLT—0.0%JEPQ0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
NFLT vs JEPQ5YANFLTVirtus Newfleet Multi-Sector Bond$11,491vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureNFLTJEPQFee0.50%0.35%Cost on $10k a year$50$35Yield5.54%12.45%5 years, per year+2.8%[…]3 years, per year+7.1%+17.6%Worst drop · 1Y−3.0%−11.5%Volatility · 1Y4.3%
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: NFLT, JEPQToday0.0%most shared, NFLT and JEPQNFLTJEPQNFLT—0.0%JEPQ0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,210most kept, JEPQJEPQ$1,245 − $35 = $1,210NFLT$554 − $50 = $504KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee