AFOS vs JEPQ

AAFOS

BJEPQ

Measures won0–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

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

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

Held in common20.2%AFOS and JEPQ

AFOS

JEPQ

ARS Focused Opportunity Strategy ETF · $269MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

[…]3 years · per year[…] · $17,406+20.3%

[…]5 years · per year[…]

0.46%Expense ratio$46 · $35 on $10k · lower wins0.35%

0.26%12-mo yield$26 · $1,217 on $10k12.17%

−16.5%Worst dropSmaller wins−8.8%

24.6%VolatilityLower wins15.5%

0–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFOS · JEPQ

4.3%NVDA6.8%

4.3%MSFT6.0%

3.7%MU3.9%

2.7%AMZN4.2%

Held in common20.2%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AAFOS	ARS Focused Opportunity Strategy ETFRead Desk	0.46%	0.26%	−6.0%	+15.1%	+22.9%	new	new	−16.5%	$269M
3	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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AAFOS	ARS Focused Opportunity Strategy ETFRead Desk	0.46%	0.26%	−6.0%	+15.1%	+22.9%	new	new	−16.5%	$269M
3	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

AFOS vs JEPQ

AFOS

ARS Focused Opportunity Strategy

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureAFOSJEPQ

Fee0.46%0.35%

Cost on $10k a year$46$35

Yield0.26%12.17%

5 years, per year[…][…]

3 years, per year[…]+20.3%

Worst drop · 1Y−16.5%−8.8%

Volatility · 1Y24.6%15.5%

4–0measures won
JEPQ first

20.2%

holdings shared

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

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

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

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: AFOS, JEPQ, SCHD

Today

20.2%most shared, AFOS and JEPQ

AFOSJEPQSCHD

AFOS—20.2%4.0%

JEPQ20.2%—3.8%

SCHD4.0%3.8%—

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

SCHD$298 − $6 = $292

AFOS$26 − $46 = −$20

KeptFee

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