ADIV vs JEPQ

AADIV

BJEPQ

Measures won3–2ADIV wins · of 6 · 5Y

$10,000 · 5Y$14,752ADIV

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−10.2%ADIV · worst fall in 1Y

Held in common2.4%ADIV and JEPQ

ADIV

JEPQ

Guinness Atkinson Asia Pacific Dividend Builder ETF · $54MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+18.6%3 years · per year$16,684 · $16,495+18.2%

+8.1%5 years · per year$14,752 · […][…]

1.95%Expense ratio$195 · $35 on $10k · lower wins0.35%

3.12%12-mo yield$312 · $1,239 on $10k12.39%

−10.2%Worst dropSmaller wins−11.5%

14.2%VolatilityLower wins16.9%

3–2ADIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsADIV · JEPQ

2.7%AVGO1.8%

2.7%QCOM0.6%

Held in common2.4%

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	AADIV	Guinness Atkinson Asia Pacific Dividend Builder ETFRead Desk		1.95%	3.12%	+2.0%	+10.9%	+10.6%	+18.6%	+8.1%	−10.2%	$54M
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	AADIV	Guinness Atkinson Asia Pacific Dividend Builder ETFRead Desk		1.95%	3.12%	+2.0%	+10.9%	+10.6%	+18.6%	+8.1%	−10.2%	$54M
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

ADIV vs JEPQ

ADIV

Guinness Atkinson Asia Pacific Dividend Builder

$14,752

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureADIVJEPQ

Fee1.95%0.35%

Cost on $10k a year$195$35

Yield3.12%12.39%

5 years, per year+8.1%[…]

3 years, per year+18.6%+18.2%

Worst drop · 1Y−10.2%−11.5%

Volatility · 1Y14.2%16.9%

3–2measures won
ADIV first

2.4%

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%

$122BAssets$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: ADIV, JEPQ

Today

2.4%most shared, ADIV and JEPQ

ADIVJEPQ

ADIV—2.4%

JEPQ2.4%—

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

ADIV$312 − $195 = $117

KeptFee

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