ETF comparison

JEPQvsQYLD

Both Covered-Call Income.

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

Holdings overlap

Weighted by ISIN/CUSIP
66.5%

69 positions appear in both funds. Buying equal dollars of JEPQ and QYLD would leave roughly66.5%of each dollar exposed to the same underlying securities.

JEPQ only 32.9%Shared 66.5%QYLD only 36.9%
In JEPQ only
41 positions
Shared
69 positions
In QYLD only
32 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%
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
38
Tax efficiency
37
100
Liquidity
97
N/A
Concentration
N/A
Tracking quality
JEPQsub-scoreQYLD

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

Cost difference

JEPQ 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 JEPQ vs QYLD.

Top shared holdings

69 shared in total
#HoldingIn JEPQIn QYLDOverlap
1NVIDIA Corp.6.59%8.85%6.59%
2Apple, Inc.5.74%7.27%5.74%
3Microsoft Corp.3.84%5.53%3.84%
4Alphabet, Inc.4.98%3.79%3.79%
5Amazon.com, Inc.3.62%5.19%3.62%
6Micron Technology, Inc.5.50%2.93%2.93%
7Advanced Micro Devices, Inc.3.81%2.91%2.91%
8Tesla, Inc.2.36%3.48%2.36%
9Meta Platforms, Inc.2.35%3.29%2.35%
10Broadcom, Inc.2.13%3.61%2.13%
11Walmart, Inc.1.76%3.25%1.76%
12Lam Research Corp.2.85%1.62%1.62%

Only in JEPQ

41 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 QYLD

32 total
  • ALPHABET INC.4.09%
  • HONEYWELL INTERNATIONAL INCORPORATION0.69%
  • CADENCE DESIGN SYSTEMS, INC.0.46%
  • AUTOMATIC DATA PROCESSING, INC.0.43%
  • MONOLITHIC POWER SYSTEMS, INC.0.40%
  • AMERICAN ELECTRIC POWER COMPANY, INC.0.37%
  • CINTAS CORPORATION0.35%
  • BAKER HUGHES COMPANY0.34%
  • WARNER BROS. DISCOVERY, INC.0.33%
  • PACCAR INC0.31%

Open JEPQ 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.