AIYY vs JEPQ

AAIYY

BJEPQ

Measures won1–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

Most income106.74%AIYY · $10,674 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common[…]AIYY and JEPQ

AIYY

JEPQ

YieldMax AI Option Income Strategy ETF · $46MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

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

[…]5 years · per year[…]

0.99%Expense ratio$99 · $35 on $10k · lower wins0.35%

106.74%12-mo yield$10,674 · $1,217 on $10k12.17%

−51.3%Worst dropSmaller wins−8.8%

48.0%VolatilityLower wins15.5%

1–3JEPQ wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsAIYY · JEPQ

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

Held in common[…]

End-of-day Nov 4, 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							5Y/yr
1	AAIYY	YieldMax AI Option Income Strategy ETFRead Desk		0.99%	106.74%	+3.1%	−26.7%	−40.9%	new	new	−51.3%	$46M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AAIYY	YieldMax AI Option Income Strategy ETFRead Desk		0.99%	106.74%	+3.1%	−26.7%	−40.9%	new	new	−51.3%	$46M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIYY vs JEPQ

AIYY

YieldMax AI Option Income Strategy

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureAIYYJEPQ

Fee0.99%0.35%

Cost on $10k a year$99$35

Yield106.74%12.17%

5 years, per year[…][…]

3 years, per year[…]+20.3%

Worst drop · 1Y−51.3%−8.8%

Volatility · 1Y48.0%15.5%

3–1measures won
JEPQ first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AIYY, JEPQ

Today

[…]holdings […]

AIYYJEPQ

AIYY—[…]

JEPQ[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$10,575most kept, AIYY

AIYY$10,674 − $99 = $10,575

JEPQ$1,217 − $35 = $1,182

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee