BALQ vs JEPI

ABALQ

BJEPI

Measures won1–0BALQ wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · JEPI $14,322

Lowest cost0.03%VOO · $3 on $10k

Most income9.62%BALQ · $962 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common22.1%BALQ and JEPI

BALQ

JEPI

iShares Nasdaq Premium Income Active ETF · $43MJPMorgan Equity Premium Income ETF · $46.0B

[…]3 years · per year[…] · $14,201+12.4%

[…]5 years · per year[…] · $14,322+7.4%

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

9.62%12-mo yield$962 · $796 on $10k7.96%

[…]Worst dropSmaller wins−6.7%

[…]VolatilityLower wins7.9%

1–0BALQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBALQ · JEPI

8.0%AAPL1.9%

7.4%MSFT1.9%

4.8%AMZN1.8%

3.4%COST1.7%

Held in common22.1%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	ABALQ	iShares Nasdaq Premium Income Active ETFRead Desk	0.35%	9.62%	+1.0%	+15.3%	new	new	new	[…]	$43M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	ABALQ	iShares Nasdaq Premium Income Active ETFRead Desk	0.35%	9.62%	+1.0%	+15.3%	new	new	new	[…]	$43M

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

BALQ vs JEPI

BALQ

iShares Nasdaq Premium Income Active

[…]

JEPI

JPMorgan Equity Premium Income

$14,322

MeasureBALQJEPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield9.62%7.96%

5 years, per year[…]+7.4%

3 years, per year[…]+12.4%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]7.9%

1–0measures won
BALQ first

22.1%

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

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

Overlap: BALQ, JEPI, VOO

Today

53.0%most shared, BALQ and VOO

BALQJEPIVOO

BALQ—22.1%53.0%

JEPI22.1%—37.4%

VOO53.0%37.4%—

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

Income After Fees on $10,000

$927most kept, BALQ

BALQ$962 − $35 = $927

JEPI$796 − $35 = $761

VOO$107 − $3 = $104

KeptFee

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