ASMF vs JEPQ

AASMF

BJEPQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,459SCHD

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−6.3%ASMF · worst fall in 1Y

Held in common[…]ASMF and JEPQ

ASMF

JEPQ

Virtus AlphaSimplex Managed Futures ETF · $31MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

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

[…]5 years · per year[…]

0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%

0.20%12-mo yield$20 · $1,239 on $10k12.39%

−6.3%Worst dropSmaller wins−11.5%

11.9%VolatilityLower wins16.9%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsASMF · JEPQ

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

Held in common[…]

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	AASMF	Virtus AlphaSimplex Managed Futures ETFRead Desk	0.80%	0.20%	−0.3%	+8.6%	+12.3%	new	new	−6.3%	$31M
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	AASMF	Virtus AlphaSimplex Managed Futures ETFRead Desk	0.80%	0.20%	−0.3%	+8.6%	+12.3%	new	new	−6.3%	$31M
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

ASMF vs JEPQ

ASMF

Virtus AlphaSimplex Managed Futures

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureASMFJEPQ

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield0.20%12.39%

5 years, per year[…][…]

3 years, per year[…]+18.2%

Worst drop · 1Y−6.3%−11.5%

Volatility · 1Y11.9%16.9%

2–2measures won
level

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%

$122BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: ASMF, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

ASMFJEPQSCHD

ASMF—[…][…]

JEPQ[…]—3.8%

SCHD[…]3.8%—

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

SCHD$296 − $6 = $290

ASMF$20 − $80 = −$60

KeptFee

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