ETF comparison

JEPIvsQYLD

Both Covered-Call Income.

JPMorgan Equity Premium Income ETF · Global X NASDAQ 100 Covered Call ETF

Holdings overlap

Weighted by ISIN/CUSIP
22.0%

30 positions appear in both funds. Buying equal dollars of JEPI and QYLD would leave roughly22.0%of each dollar exposed to the same underlying securities.

JEPI only 77.6%Shared 22.0%QYLD only 81.4%
In JEPI only
98 positions
Shared
30 positions
In QYLD only
71 positions

Side by side

JEPI

JPMorgan Equity Premium Income ETF

JPMorgan · Covered-Call Income

70composite / 100
Expense ratio
0.35%
Net assets
$46.16B
TTM yield
8.15%
Top-10 conc.
15.9%
QYLD

Global X NASDAQ 100 Covered Call ETF

Global X · Covered-Call Income

56composite / 100
Expense ratio
0.60%
Net assets
$8.32B
TTM yield
11.66%
Top-10 conc.
48.3%

Sub-score comparison

65
Cost
40
44
Tax efficiency
37
100
Liquidity
97
N/A
Concentration
N/A
Tracking quality
JEPIsub-scoreQYLD

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

JEPI is 25 bps cheaper than QYLD. On a $100,000 position that's about $250/yr more in fees for QYLD.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with JEPI vs QYLD.

Top shared holdings

30 shared in total
#HoldingIn JEPIIn QYLDOverlap
1Lam Research Corp.1.56%1.62%1.56%
2NVIDIA Corp.1.52%8.85%1.52%
3Apple, Inc.1.52%7.27%1.52%
4Alphabet, Inc.1.50%4.09%1.50%
5Amazon.com, Inc.1.46%5.19%1.46%
6Broadcom, Inc.1.32%3.61%1.32%
7Microsoft Corp.1.28%5.53%1.28%
8Meta Platforms, Inc.1.21%3.29%1.21%
9Costco Wholesale Corp.1.11%2.27%1.11%
10PepsiCo, Inc.1.19%1.09%1.09%
11Analog Devices, Inc.1.10%0.99%0.99%
12Walmart, Inc.0.91%3.25%0.91%

Only in JEPI

98 total
  • AbbVie, Inc.1.72%
  • Howmet Aerospace, Inc.1.68%
  • Johnson & Johnson1.66%
  • Eaton Corp. plc1.62%
  • Trane Technologies plc1.60%
  • NextEra Energy, Inc.1.48%
  • EOG Resources, Inc.1.45%
  • 3M Co.1.42%
  • RTX Corp.1.42%
  • Visa, Inc.1.41%

Only in QYLD

71 total
  • ALPHABET INC.3.79%
  • TESLA, INC.3.48%
  • MICRON TECHNOLOGY, INC.2.93%
  • INTEL CORPORATION2.38%
  • CISCO SYSTEMS, INC.1.82%
  • PALANTIR TECHNOLOGIES INC.1.60%
  • APPLIED MATERIALS, INC.1.58%
  • LINDE PUBLIC LIMITED COMPANY1.17%
  • KLA CORPORATION1.16%
  • T-MOBILE US, INC.1.08%

Open JEPI or QYLD at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.