ETF comparison

JEPQvsQQQI

Both Covered-Call Income.

JPMorgan Nasdaq Equity Premium Income ETF · NEOS NASDAQ-100(R) High Income ETF

Holdings overlap

Weighted by ISIN/CUSIP
72.1%

74 positions appear in both funds. Buying equal dollars of JEPQ and QQQI would leave roughly72.1%of each dollar exposed to the same underlying securities.

JEPQ only 27.4%Shared 72.1%QQQI only 28.3%
In JEPQ only
36 positions
Shared
74 positions
In QQQI only
29 positions

Side by side

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

JPMorgan · Covered-Call Income

69composite / 100
Expense ratio
0.35%
Net assets
$42.21B
TTM yield
11.41%
Top-10 conc.
41.6%
QQQI

NEOS NASDAQ-100(R) High Income ETF

NEOS · Covered-Call Income

52composite / 100
Expense ratio
0.68%
Net assets
$14.25B
TTM yield
14.14%
Top-10 conc.
45.1%

Sub-score comparison

65
Cost
32
38
Tax efficiency
32
100
Liquidity
100
N/A
Concentration
N/A
Tracking quality
JEPQsub-scoreQQQI

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

Cost difference

JEPQ is 33 bps cheaper than QQQI. On a $100,000 position that's about $330/yr more in fees for QQQI.

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 JEPQ vs QQQI.

Top shared holdings

74 shared in total
#HoldingIn JEPQIn QQQIOverlap
1NVIDIA Corp.6.59%7.65%6.59%
2Apple, Inc.5.74%6.63%5.74%
3Micron Technology, Inc.5.50%5.61%5.50%
4Microsoft Corp.3.84%4.38%3.84%
5Advanced Micro Devices, Inc.3.81%4.12%3.81%
6Amazon.com, Inc.3.62%4.05%3.62%
7Alphabet, Inc.4.98%3.06%3.06%
8Lam Research Corp.2.85%2.37%2.37%
9Tesla, Inc.2.36%3.35%2.36%
10Meta Platforms, Inc.2.35%2.64%2.35%
11Broadcom, Inc.2.13%2.81%2.13%
12Walmart, Inc.1.76%2.36%1.76%

Only in JEPQ

36 total
  • Citigroup Global Markets Holdings, Inc.1.13%
  • Toronto-Dominion Bank (The)1.13%
  • BNP Paribas Issuance BV1.12%
  • Royal Bank of Canada1.12%
  • BNP Paribas Issuance BV1.11%
  • Royal Bank of Canada1.11%
  • Toronto-Dominion Bank (The)1.10%
  • Citigroup Global Markets Holdings, Inc.1.10%
  • Toronto-Dominion Bank (The)1.09%
  • Royal Bank of Canada1.09%

Only in QQQI

29 total
  • Alphabet Inc3.32%
  • Fortinet Inc0.50%
  • Cadence Design Systems Inc0.45%
  • First American Treasury Obliga0.40%
  • Automatic Data Processing Inc0.39%
  • American Electric Power Co Inc0.33%
  • Monolithic Power Systems Inc0.30%
  • Cintas Corp0.30%
  • Warner Bros Discovery Inc0.29%
  • PACCAR Inc0.28%

Open JEPQ or QQQI 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.