ADME vs JEPQ

AADME

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$13,625ADME

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−7.5%ADME · worst fall in 1Y

Held in common53.2%ADME and JEPQ

ADME

JEPQ

Aptus Drawdown Managed Equity ETF · $299MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+16.7%3 years · per year$15,883 · $16,495+18.2%

+6.4%5 years · per year$13,625 · […][…]

0.79%Expense ratio$79 · $35 on $10k · lower wins0.35%

0.37%12-mo yield$37 · $1,239 on $10k12.39%

−7.5%Worst dropSmaller wins−11.5%

11.7%VolatilityLower wins16.9%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsADME · JEPQ

7.8%AAPL7.3%

7.1%NVDA6.7%

6.2%MSFT6.0%

4.7%GOOG4.4%

Held in common53.2%

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	AADME	Aptus Drawdown Managed Equity ETFRead Desk		0.79%	0.37%	+1.7%	+8.3%	+9.1%	+16.7%	+6.4%	−7.5%	$299M
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	AADME	Aptus Drawdown Managed Equity ETFRead Desk		0.79%	0.37%	+1.7%	+8.3%	+9.1%	+16.7%	+6.4%	−7.5%	$299M
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

ADME vs JEPQ

ADME

Aptus Drawdown Managed Equity

$13,625

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureADMEJEPQ

Fee0.79%0.35%

Cost on $10k a year$79$35

Yield0.37%12.39%

5 years, per year+6.4%[…]

3 years, per year+16.7%+18.2%

Worst drop · 1Y−7.5%−11.5%

Volatility · 1Y11.7%16.9%

3–2measures won
JEPQ first

53.2%

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: ADME, JEPQ

Today

53.2%most shared, ADME and JEPQ

ADMEJEPQ

ADME—53.2%

JEPQ53.2%—

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

ADME$37 − $79 = −$42

KeptFee

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