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JEPQ and JEPI · year-to-date · as of Nov 13, 2026 · AUM not scored
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return−0.1%+2.0%+2.2%+8.2%+9.6%+37.0%+45.2%+101.1%
Peer average−0.6%−4.5%−2.2%+6.0%+6.3%+42.8%+21.3%—
S&P 500 · VOO−0.4%−2.3%−2.1%+11.5%+11.6%+79.3%+72.7%+816.2%
J.P. Morgan JEPI and Vanguard VOO · total return, dividends in · as of Nov 13, 2026
TechnologyHealthcareIndustrialsFinancial ServicesConsumer CyclicalConsumer DefensiveOther
J.P. Morgan JEPI · 134 holdings · top 22 shown · tile size = share of the fund · as of Nov 12, 2026
+11.9%
+70.8%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income
+10.4%
+75.3%
$6.5B
FT Vest Rising Dividend Achievers Target Income
+15.4%
+76.4%
$3.9B
U.S. Large Cap Premium Income Active
+13.5%
+70.3%
$1.6B
JPMorgan Equity Premium Yield
new
new
$928M
FT Vest SMID Rising Dividend Achievers Target Income
+14.0%
+63.4%
$916M
JPMorgan Nasdaq Equity Premium Yield
new
new
$810M
Parametric Equity Premium Income
+18.3%
+46.1%
$577M
WisdomTree Equity Premium Income
+6.6%
+48.5%
$563M
Kensington Hedged Premium Income
+8.4%
new
$463M
T. Rowe Price Capital Appreciation Premium Income
+10.6%
new
$333M
KBW Premium Yield Equity REIT
+15.3%
+24.8%
$285M
YieldMax Gold Miners Option Income Strategy
−12.0%
new
$253M
YieldMax MRNA Option Income Strategy
+456.5%
+90.8%
$245M
Premium Income · current AUM · as of Nov 13, 2026
−0.3%
+11.9%
+12.7%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income ETF
−1.1%
+10.4%
+10.6%
$6.5B
FT Vest Rising Dividend Achievers Target Income ETF
0.0%
+15.4%
+18.0%
$3.9B
iShares U.S. Large Cap Premium Income Active ETF
−0.3%
+13.5%
+14.5%
$1.6B
#26 of 75 this year · #14 cheapest of 92 · sorted by assets
JEPI and its peer group · total return · as of Nov 13, 2026
1.90%
9COSTCostco Wholesale1.81% 10JNJJohnson & Johnson1.73% J.P. Morgan JEPI · weight in the fund · as of Nov 12, 2026
J.P. Morgan JEPI · 134 holdings · top 22 shown · tile size = share of the fund · as of Nov 12, 2026
JEPQ and JEPI · year-to-date · as of Nov 13, 2026 · AUM not scored
JEPIAvsBPeer average
1D−0.1%−0.6%
1M+2.0%−4.5%
3M+2.2%−2.2%
YTD+8.2%+6.0%
1Y+9.6%+6.3%
3Y+37.0%+42.8%
5Y+45.2%+21.3%
6–1JEPI wins
91 Premium income peers · each row scaled to its leader
COST1.8%
NEE1.8%
TechnologyHealthcareIndustrialsFinancial ServicesConsumer CyclicalConsumer DefensiveOther