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J.P. Morgan made investors more money ($24.9B) and had more funds that made money (84%).
The past year, all their funds · Data as of Nov 3, 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 | Virtus | J.P. Morgan |
|---|---|---|
| Funds in the category | 7 | 9 |
| Made money (W–L) | 2–0 | 6–0 |
| Win % | 100% | 100% |
| Money made | $7M | $7.1B |
| Typical return | +25.9% | +9.2% |
| Launches · 2026 | 3 | 2 |
| Assets | $177M | $105B |
| Fee per $100 | $0.40 | $0.36 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| VABS | Virtus Newfleet Securitized Income ETF | $113M | +2.7% ✓ |
| VRAI | Virtus Real Asset Income ETF | $19M | +25.9% ✓ |
| VUS | Virtus U.S. Dividend ETF | $17M | — |
| VDI | Virtus International Dividend ETF | $16M | — |
| VEM | Virtus Emerging Markets Dividend ETF | $7M | — |
| DPRE | Virtus Duff & Phelps Real Estate Income ETF | $4M | — |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| JEPI | JPMorgan Equity Premium Income ETF | $46.2B | +9.2% ✓ |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $42.5B | +7.2% ✓ |
| JPIE | JPMorgan Income ETF | $11.5B | +2.7% ✓ |
| JPRF | JPMorgan Preferred and Income Securities ETF | $2.2B | — |
| ROCY | JPMorgan Equity Premium Yield ETF | $880M | — |
| ROCQ | JPMorgan Nasdaq Equity Premium Yield ETF | $773M | — |
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.