AFIF vs JEPQ

AAFIF

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$12,021AFIF

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−1.6%AFIF · worst fall in 1Y

Held in common0.0%AFIF and JEPQ

AFIF

JEPQ

Anfield Universal Fixed Income ETF · $691MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+6.2%3 years · per year$11,974 · $17,406+20.3%

+3.7%5 years · per year$12,021 · […][…]

0.85%Expense ratio$85 · $35 on $10k · lower wins0.35%

4.20%12-mo yield$420 · $1,217 on $10k12.17%

−1.6%Worst dropSmaller wins−8.8%

2.6%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFIF · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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	AAFIF	Anfield Universal Fixed Income ETFRead Desk		0.85%	4.20%	−0.2%	+1.5%	+2.5%	+6.2%	+3.7%	−1.6%	$691M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Both

5Y2 funds

#			Trend
1	AAFIF	Anfield Universal Fixed Income ETFRead Desk		0.85%	4.20%	−0.2%	+1.5%	+2.5%	+6.2%	+3.7%	−1.6%	$691M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Cards for this view

AFIF vs JEPQ

AFIF

Anfield Universal Fixed Income

$12,021

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureAFIFJEPQ

Fee0.85%0.35%

Cost on $10k a year$85$35

Yield4.20%12.17%

5 years, per year+3.7%[…]

3 years, per year+6.2%+20.3%

Worst drop · 1Y−1.6%−8.8%

Volatility · 1Y2.6%15.5%

3–2measures won
JEPQ first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: AFIF, JEPQ

Today

0.0%most shared, AFIF and JEPQ

AFIFJEPQ

AFIF—0.0%

JEPQ0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

AFIF$420 − $85 = $335

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee