BFOR vs JEPQ

ABFOR

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$15,209BFOR

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common7.1%BFOR and JEPQ

BFOR

JEPQ

ALPS ETF Trust - Barron's 400 ETF · $244MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+19.8%3 years · per year$17,212 · $17,406+20.3%

+8.7%5 years · per year$15,209 · […][…]

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

0.54%12-mo yield$54 · $1,217 on $10k12.17%

−9.0%Worst dropSmaller wins−8.8%

14.6%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsBFOR · JEPQ

0.3%ISRG0.8%

0.3%AMGN0.5%

0.3%TXN0.9%

0.3%MA0.3%

Held in common7.1%

End-of-day Nov 5, 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	ABFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk		0.65%	0.54%	−4.4%	+9.8%	+15.0%	+19.8%	+8.7%	−9.0%	$244M
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ABFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk		0.65%	0.54%	−4.4%	+9.8%	+15.0%	+19.8%	+8.7%	−9.0%	$244M
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BFOR vs JEPQ

BFOR

ALPS ETF Trust - Barron's 400

$15,209

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureBFORJEPQ

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield0.54%12.17%

5 years, per year+8.7%[…]

3 years, per year+19.8%+20.3%

Worst drop · 1Y−9.0%−8.8%

Volatility · 1Y14.6%15.5%

4–1measures won
JEPQ first

7.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BFOR, JEPQ

Today

7.1%most shared, BFOR and JEPQ

BFORJEPQ

BFOR—7.1%

JEPQ7.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

BFOR$54 − $65 = −$11

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee