ARKK vs JEPQ

AARKK

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$6,738ARKK

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.28%JEPQ · $1,228 on $10k

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

Held in common18.2%ARKK and JEPQ

ARKK

JEPQ

ARK Innovation ETF · $7.9BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+33.1%3 years · per year$23,554 · $17,450+20.4%

−7.6%5 years · per year$6,738 · […][…]

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $1,228 on $10k12.28%

−28.6%Worst dropSmaller wins−8.8%

37.5%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsARKK · JEPQ

3.0%NVDA6.9%

11.6%TSLA2.4%

2.4%AMZN3.9%

2.2%META2.6%

Held in common18.2%

End-of-day Nov 3, 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	AARKK	ARK Innovation ETFRead Desk		0.75%	0.00%	+1.7%	+4.4%	−9.7%	+33.1%	−7.6%	−28.6%	$7.9B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Both

5Y2 funds

#			Trend
1	AARKK	ARK Innovation ETFRead Desk		0.75%	0.00%	+1.7%	+4.4%	−9.7%	+33.1%	−7.6%	−28.6%	$7.9B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

ARKK vs JEPQ

ARKK

ARK Innovation

$6,738

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureARKKJEPQ

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.00%12.28%

5 years, per year−7.6%[…]

3 years, per year+33.1%+20.4%

Worst drop · 1Y−28.6%−8.8%

Volatility · 1Y37.5%15.5%

4–1measures won
JEPQ first

18.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ARKK, JEPQ

Today

18.2%most shared, ARKK and JEPQ

ARKKJEPQ

ARKK—18.2%

JEPQ18.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

ARKK$0 − $75 = −$75

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee