AFOS vs JEPQ

AAFOS

BJEPQ

Measures won0–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG

Lowest cost0.04%VIG · $4 on $10k

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

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common20.4%AFOS and JEPQ

AFOS

JEPQ

ARS Focused Opportunity Strategy ETF · $275MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

[…]3 years · per year[…] · $16,495+18.2%

[…]5 years · per year[…]

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

0.24%12-mo yield$24 · $1,239 on $10k12.39%

−16.5%Worst dropSmaller wins−11.5%

25.0%VolatilityLower wins16.9%

0–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFOS · JEPQ

4.7%MSFT6.0%

4.2%NVDA6.7%

3.7%MU3.5%

2.7%AMZN4.3%

Held in common20.4%

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AAFOS	ARS Focused Opportunity Strategy ETFRead Desk	0.46%	0.24%	+4.1%	+22.5%	+30.3%	new	new	−16.5%	$275M
3	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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AAFOS	ARS Focused Opportunity Strategy ETFRead Desk	0.46%	0.24%	+4.1%	+22.5%	+30.3%	new	new	−16.5%	$275M
3	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

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

Yield0.24%12.39%

5 years, per year[…][…]

3 years, per year[…]+18.2%

Worst drop · 1Y−16.5%−11.5%

Volatility · 1Y25.0%16.9%

4–0measures won
JEPQ first

20.4%

holdings shared

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

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

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: AFOS, JEPQ, VIG

Today

26.2%most shared, JEPQ and VIG

AFOSJEPQVIG

AFOS—20.4%14.7%

JEPQ20.4%—26.2%

VIG14.7%26.2%—

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

VIG$146 − $4 = $142

AFOS$24 − $46 = −$22

KeptFee

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