BIGY vs JEPQ: Yield, Cost and Returns Compared
As of Nov 9, 2026, BIGY yields more: 12.93% (dividend yield) against 11.80% for JEPQ. JEPQ is cheaper to own at 0.35% a year vs 1.09%. Over the same months (Nov 2024 to Oct 2026), JEPQ returned 12.5% a year with distributions reinvested, and BIGY 11.7%.
| Compared | BIGY | JEPQ |
|---|---|---|
| YieldDividend yield | 12.93% | 11.80% |
| Expense ratio | 1.09% | 0.35% |
| Total return, 1 yr | +4.6% | +9.5% |
| Total return, 3 yr (a year) | — | +20.0% |
| Worst drop since Nov 2024 | -7.8% | -8.4% |
| Share price since Nov 2024 | −1% | +1% |
| Pays | Monthly | Monthly |
| Issuer | YieldMax | JPMorgan |
| Assets | $31.4M | $42.5B |
| Started | 2024 | 2022 |
| Type | Derivative Income | Derivative Income |
Higher yield
BIGY
12.93%
Lower cost
JEPQ
0.35%
Better total return
JEPQ
12.5%/yr
Smaller worst drop
BIGY
-7.8%
Key facts: BIGY vs JEPQ
Data as of · Source: SmarterDividends data
- As of Nov 9, 2026, BIGY yields 12.93% (dividend yield) and JEPQ yields 11.80% (dividend yield).
- BIGY's expense ratio is 1.09% and JEPQ's is 0.35%: $109 vs $35 a year on $10,000.
- From Nov 2024 to Oct 2026, $10,000 in BIGY grew to $12,361 (11.7% a year) and $10,000 in JEPQ to $12,534 (12.5% a year), distributions reinvested.
- Their worst month-end drops over that time: -7.8% for BIGY and -8.4% for JEPQ.
- 6 of BIGY's top ten holdings are also in JEPQ's top ten, an overlap of at least 28% of the fund.
Cite this page
SmarterDividends, "BIGY vs JEPQ: Yield, Cost and Returns Compared," updated Nov 9, 2026, https://smarterdividends.com/compare/bigy-vs-jepq
$10,000 in each, Nov 2024 to Oct 2026
Distributions reinvested, month-end values, with the S&P 500 for reference.
BIGY became
$12,361
11.7% a year
JEPQ became
$12,534
12.5% a year
Top holdings
6 of the top ten overlap, at least 28% of each fund.
BIGY
- AAPL Apple Inc9.2%
- MSFT Microsoft Corp9.1%
- NVDA NVIDIA Corp7.9%
- GOOGL Alphabet Inc Class A7.3%
- AMZN Amazon.com Inc6.2%
- SPCX Space Exploration Technologies Corp Class A4.3%
- TSLA Tesla Inc3.8%
- META Meta Platforms Inc Class A3.7%
- AVGO Broadcom Inc3.6%
- LLY Eli Lilly and Co3.2%
JEPQ
- AAPL Apple Inc7.0%
- NVDA NVIDIA Corp7.0%
- MSFT Microsoft Corp5.6%
- MU Micron Technology Inc4.3%
- GOOG Alphabet Inc Class C4.1%
- AMZN Amazon.com Inc3.8%
- AMD Advanced Micro Devices Inc3.4%
- META Meta Platforms Inc Class A2.7%
- TSLA Tesla Inc2.4%
- WMT Walmart Inc2.0%
BIGY vs JEPQ: questions
Is BIGY or JEPQ better?
It depends on the job. BIGY pays more today (12.93% vs 11.80%), JEPQ costs less, and JEPQ has the better total return over Nov 2024 to Oct 2026, with BIGY holding up better in its worst stretch. For income, look at yield and whether the payouts hold up; for growth, total return and drawdowns.
Which pays a higher dividend, BIGY or JEPQ?
BIGY, at 12.93% against 11.80% for JEPQ as of Nov 9, 2026. On $10,000 that's about $1,293 vs $1,180 a year at today's rates.
Which has the better total return?
JEPQ. From Nov 2024 to Oct 2026, it returned 12.5% a year with distributions reinvested, against 11.7% for BIGY. $10,000 became $12,534 vs $12,361.
Which is cheaper, BIGY or JEPQ?
JEPQ, with a 0.35% expense ratio against 1.09%.
Do BIGY and JEPQ hold the same things?
Partly. 6 of their top ten holdings match (AAPL, NVDA, MSFT, AMZN), at least 28% of each fund. Owning both doubles up on those.
Related comparisons
Yields, costs and holdings as each fund reports them (via Yahoo Finance), updated daily; returns from month-end prices with distributions reinvested. JEPQ leads on 3 of 5 measures above. For information only, not investment advice. Last fund data: Nov 9, 2026.
