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Save view, at the bottom, keeps this one here Return1D1M3M ▼YTD1Y3Y5YMAX
Total return−0.3%−4.6%−3.3%+7.8%+8.8%+64.1%—+84.1%
Peer average−1.3%−3.3%−1.9%+6.5%+6.6%+43.1%+22.0%—
S&P 500 · VOO−0.3%−1.6%−2.2%+11.9%+12.1%+80.1%+73.9%+819.7%
J.P. Morgan JEPQ and Vanguard VOO · total return, dividends in · as of Nov 12, 2026
TechnologyCommunication ServicesConsumer CyclicalConsumer DefensiveIndustrials
J.P. Morgan JEPQ · 110 holdings · tile size = share of the fund · as of Nov 12, 2026
+12.3%
+12.3%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income
+11.7%
+11.7%
$6.6B
FT Vest Rising Dividend Achievers Target Income
+15.3%
+15.3%
$3.9B
U.S. Large Cap Premium Income Active
+13.8%
+13.8%
$1.6B
FT Vest SMID Rising Dividend Achievers Target Income
+13.7%
+13.7%
$916M
JPMorgan Equity Premium Yield
new
new
$911M
JPMorgan Nasdaq Equity Premium Yield
new
new
$808M
Parametric Equity Premium Income
+17.7%
+17.7%
$572M
WisdomTree Equity Premium Income
+7.2%
+7.2%
$547M
Kensington Hedged Premium Income
+8.6%
+8.6%
$461M
T. Rowe Price Capital Appreciation Premium Income
+10.4%
+10.4%
$331M
KBW Premium Yield Equity REIT
+14.5%
+14.5%
$287M
YieldMax Gold Miners Option Income Strategy
−11.9%
−11.9%
$267M
YieldMax MRNA Option Income Strategy
+477.6%
+477.6%
$258M
Premium Income · current AUM · as of Nov 12, 2026
−0.3%
+12.3%
+13.1%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income ETF
−0.3%
+11.7%
+11.8%
$6.6B
FT Vest Rising Dividend Achievers Target Income ETF
−0.7%
+15.3%
+18.5%
$3.9B
iShares U.S. Large Cap Premium Income Active ETF
−0.3%
+13.8%
+14.7%
$1.6B
#28 of 75 this year · #16 cheapest of 92 · sorted by assets
JEPQ and its peer group · total return · as of Nov 12, 2026
4.27%
6MUMicron Technology3.97% 7AMDAdvanced Micro Devices3.78% J.P. Morgan JEPQ · weight in the fund · as of Nov 12, 2026
J.P. Morgan JEPQ · 110 holdings · tile size = share of the fund · as of Nov 12, 2026
JEPI and JEPQ · year-to-date · as of Nov 12, 2026 · AUM not scored
JEPQAvsBPeer average
1D−0.3%−1.3%
1M−4.6%−3.3%
3M−3.3%−1.9%
YTD+7.8%+6.5%
1Y+8.8%+6.6%
3Y+64.1%+43.1%
5Y[…]+22.0%
4–2JEPQ wins
91 Premium income peers · each row scaled to its leader
98 more
TSLA2.3%
88 more
TechnologyCommunication ServicesConsumer CyclicalConsumer DefensiveIndustrials