ACES vs JEPQ

AACES

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$3,559ACES

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common2.3%ACES and JEPQ

ACES

JEPQ

ALPS Clean Energy ETF · $92MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

−3.0%3 years · per year$9,122 · $16,495+18.2%

−18.7%5 years · per year$3,559 · […][…]

0.55%Expense ratio$55 · $35 on $10k · lower wins0.35%

0.67%12-mo yield$67 · $1,239 on $10k12.39%

−40.5%Worst dropSmaller wins−11.5%

33.3%VolatilityLower wins16.9%

0–5JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsACES · JEPQ

5.2%TSLA2.3%

Held in common2.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AACES	ALPS Clean Energy ETFRead Desk		0.55%	0.67%	+1.3%	−13.9%	−18.6%	−3.0%	−18.7%	−40.5%	$92M
2	BJEPQ	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

Both

5Y2 funds

#			Trend
1	AACES	ALPS Clean Energy ETFRead Desk		0.55%	0.67%	+1.3%	−13.9%	−18.6%	−3.0%	−18.7%	−40.5%	$92M
2	BJEPQ	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

ACES vs JEPQ

ACES

ALPS Clean Energy

$3,559

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureACESJEPQ

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield0.67%12.39%

5 years, per year−18.7%[…]

3 years, per year−3.0%+18.2%

Worst drop · 1Y−40.5%−11.5%

Volatility · 1Y33.3%16.9%

5–0measures won
JEPQ first

2.3%

holdings shared

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

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

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

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: ACES, JEPQ

Today

2.3%most shared, ACES and JEPQ

ACESJEPQ

ACES—2.3%

JEPQ2.3%—

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

ACES$67 − $55 = $12

KeptFee

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