TBT vs JEPQ5YTBTTBTAvsBJEPQJEPQProShares - UltraShort 20+ Year Treasury · $276MJPMorgan Nasdaq Equity Premium Income ETF · $42.5BReturns · dividends in+6.5%3 years · per year$12,072 · $16,188+17.4%+22.7%5 years · per year$27,828 · […][…]Cost and income0.93%Expense ratio$93 · $35 on $10k · lower wins0.35%2.26%12-mo yield$226 · $1,237 on $10k12.37%Risk · 1 year−12.0%End-of-day Nov 13, 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▲▼1ATBTProShares - UltraShort 20+ Year TreasuryReadDesk0.93%2.26%+1.0%+17.8%+25.6%+6.5%+22.7%−12.0%$276M2BJEPQJPMorgan 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
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ATBTProShares - UltraShort 20+ Year TreasuryReadDesk0.93%2.26%+1.0%+17.8%+25.6%+6.5%+22.7%−12.0%$276M2BJEPQJPMorgan 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
$10,000 in TBT, JEPQ5Y$10k startTBT $27.8kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: TBT, JEPQToday0.0%most shared, TBT and JEPQTBTJEPQTBT—0.0%JEPQ0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
TBT vs JEPQ5YATBTProShares - UltraShort 20+ Year Treasury$27,828vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureTBTJEPQFee0.93%0.35%Cost on $10k a year$93$35Yield2.26%12.37%5 years, per year+22.7%[…]3 years, per year+6.5%+17.4%Worst drop · 1Y−12.0%−11.5%Volatility · 1Y19.9%
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
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: TBT, JEPQToday0.0%most shared, TBT and JEPQTBTJEPQTBT—0.0%JEPQ0.0%—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 = $1,202TBT$226 − $93 = $133KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee