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J.P. Morgan made investors more money ($28.1B). Capital Group had more funds that made money (84%).
The past year, all their funds · Data as of Oct 30, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one income fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · INCOME | J.P. Morgan | Capital Group |
|---|---|---|
| Funds in the category | 9 | 4 |
| Made money (W–L) | 6–0 | 3–1 |
| Win % | 100% | 75% |
| Money made | $9.5B | $6.1B |
| Typical return | +10.5% | +11.7% |
| Launches · 2026 | 2 | 0 |
| Assets | $106B | $60.3B |
| Fee per $100 | $0.36 | $0.35 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| JEPI | JPMorgan Equity Premium Income ETF | $46.1B | +9.6% ✓ |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $44.2B | +12.9% ✓ |
| JPIE | JPMorgan Income ETF | $11.4B | +2.8% ✓ |
| JPRF | JPMorgan Preferred and Income Securities ETF | $2.2B | — |
| ROCY | JPMorgan Equity Premium Yield ETF | $877M | — |
| ROCQ | JPMorgan Nasdaq Equity Premium Yield ETF | $786M | — |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.