OVLvsJEPQETF Comparison
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Overlay Shares Large Cap Equity ETF (OVL) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) belong to the same industry segment: Options Strategies. OVL is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.35% for JEPQ. OVL is up 15.69% year-to-date (YTD) with +$323M in YTD flows. JEPQ performs worse with 12.35% YTD performance, and +$10.26B in YTD flows. Run a side-by-side ETF comparison of OVL and JEPQ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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OVL vs JEPQ performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OVL JEPQ | +0.60%-1.39% | +4.81%+6.83% | +15.69%+12.35% | +15.63%+13.72% | +108.29%+82.42% | +81.24%n/a |
| Flows | OVL JEPQ | +$57M+$1.04B | +$172M+$3.47B | +$323M+$10.26B | +$324M+$11.48B | +$280M+$33.34B | +$269M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OVL JEPQ | +13.58%+14.25% | +14.82%+15.22% | +17.05%+15.78% | +18.98%n/a |
| Max drawdown | OVL JEPQ | -3.71%-4.67% | -8.71%-8.85% | -21.55%-20.17% | -28.68%n/a |
| Max drawdown duration | OVL JEPQ | 53d20d | 47d76d | 133d169d | 745dn/a |
Trading data
OVL | JEPQ | |
Last sale 10/27/2026 at 1:30 PM | $56.92 | $59.70 |
| Previous close 10/26/2026 | $56.50 | $59.02 |
| Consolidated volume 10/26/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Main metrics
Last update 10/27/2026 at 1:30 PM
Live
Closed
OVL | JEPQ | |
|---|---|---|
| Last price | $56.92 | $59.70 |
| 1D performance | +0.74% | +1.15% |
| AuM | $518.35 M | $43.90 B |
| E/R | 0.79% | 0.35% |
Characteristics
OVL | JEPQ | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Overlay Shares | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 25, 2019 | May 3, 2022 |
| ESG | No | No |
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Exposure
Countries
OVL
Data will be available soon
JEPQ
Data will be available soon
Sectors
OVL
Data will be available soon
JEPQ
Data will be available soon
Diversification
OVL
Data will be available soon
JEPQ
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
OVL
Data will be available soon
JEPQ
Data will be available soon
Frequently asked questions about OVL and JEPQ
How have the OVL and JEPQ ETFs performed in 2026?
As of October 27, 2026, OVL is up 15.69% year-to-date (YTD), while JEPQ has returned 12.35%. That puts OVL better performer ahead so far this year.
Which ETF is attracting more investor money: OVL or JEPQ?
Year-to-date, the OVL ETF saw +$323M in flows, compared to +$10.26B for JEPQ.
Which ETF is more volatile: OVL or JEPQ?
Over the past year, OVL had a volatility of 14.82%, while JEPQ experienced 15.22%.
Which ETF is bigger: OVL or JEPQ?
As of October 27, 2026, OVL holds $518.35 M in assets under management (AUM), while JEPQ manages $43.90 B.
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