PAPI vs JEPI

APAPI

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · JEPI $14,118

Lowest cost0.18%QQQ · $18 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common13.5%PAPI and JEPI

PAPI

JEPI

Parametric Equity Premium Income ETF · $561MJPMorgan Equity Premium Income ETF · $46.8B

+13.3%3 years · per year$14,556 · $13,562+10.7%

[…]5 years · per year[…] · $14,118+7.1%

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

7.31%12-mo yield$731 · $809 on $10k8.09%

−6.9%Worst dropSmaller wins−6.7%

10.4%VolatilityLower wins8.8%

2–3JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPAPI · JEPI

0.6%MCD0.6%

0.6%SYK0.7%

0.5%PEP1.1%

0.5%COST1.8%

Held in common13.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$561M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$561M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PAPI vs JEPI

PAPI

Parametric Equity Premium Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasurePAPIJEPI

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield7.31%8.09%

5 years, per year[…]+7.1%

3 years, per year+13.3%+10.7%

Worst drop · 1Y−6.9%−6.7%

Volatility · 1Y10.4%8.8%

3–2measures won
JEPI first

13.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

0.94% · $94Fee · on $10k a year0.18% · $18

$27.1BAssets$469B

2–0QQQ wins

End-of-day Nov 6, 2026

Overlap: PAPI, JEPI, QQQ

Today

26.4%most shared, JEPI and QQQ

PAPIJEPIQQQ

PAPI—13.5%7.2%

JEPI13.5%—26.4%

QQQ7.2%26.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

PAPI$731 − $29 = $702

QQQ$47 − $18 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee