JEPQ vs WCEO

AJEPQ

BWCEO

Measures won2–3WCEO wins · of 6 · 3Y

$10,000 · 3Y$18,934CGDV · SCHD $17,123

Lowest cost0.06%SCHD · $6 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.3%JEPQ and WCEO

JEPQ

WCEO

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BHypatia Women CEO ETF · $13M

+18.2%3 years · per year$16,495 · $16,669+18.6%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $85 on $10k · lower wins0.85%

12.39%12-mo yield$1,239 · $53 on $10k0.53%

−11.5%Worst dropSmaller wins−7.3%

16.9%VolatilityLower wins14.5%

2–3WCEO wins

$10,000 · 3 yearsAll four, one scale

Shared top holdingsJEPQ · WCEO

3.2%AMD0.8%

0.7%VRTX0.2%

0.1%ALNY0.2%

0.1%HUBS0.8%

Held in common1.3%

End-of-day Nov 9, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

3Y4 funds

#
1	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BWCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+3.0%	+20.2%	+25.4%	+18.6%	new	−7.3%	$13M
4	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

3Y4 funds

#
1	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BWCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+3.0%	+20.2%	+25.4%	+18.6%	new	−7.3%	$13M
4	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPQ vs WCEO

JEPQ

JPMorgan Nasdaq Equity Premium Income

$16,495

WCEO

Hypatia Women CEO

$16,670

MeasureJEPQWCEO

Fee0.35%0.85%

Cost on $10k a year$35$85

Yield12.39%0.53%

5 years, per year[…][…]

3 years, per year+18.2%+18.6%

Worst drop · 1Y−11.5%−7.3%

Volatility · 1Y16.9%14.5%

3–2measures won
WCEO first

1.3%

holdings shared

Nov 9, 2026 · $10,000 three years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SCHD, WCEO, JEPQ, CGDV

Today

29.0%most shared, JEPQ and CGDV

SCHDWCEOJEPQCGDV

SCHD—2.8%3.8%5.8%

WCEO2.8%—1.3%0.7%

JEPQ3.8%1.3%—29.0%

CGDV5.8%0.7%29.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

CGDV$124 − $33 = $91

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee