BVAL vs JEPQ

ABVAL

BJEPQ

Measures won3–1BVAL wins · 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−6.7%BVAL · worst fall in 1Y

Held in common0.0%BVAL and JEPQ

BVAL

JEPQ

Bluemonte Large Cap Value ETF · $312MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

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

[…]5 years · per year[…]

0.29%Expense ratio$29 · $35 on $10k · lower wins0.35%

1.14%12-mo yield$114 · $1,239 on $10k12.39%

−6.7%Worst dropSmaller wins−11.5%

10.9%VolatilityLower wins16.9%

3–1BVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBVAL · JEPQ

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

Held in common0.0%

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	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.14%	+2.1%	+17.3%	+21.1%	new	new	−6.7%	$312M
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	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.14%	+2.1%	+17.3%	+21.1%	new	new	−6.7%	$312M
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

BVAL vs JEPQ

BVAL

Bluemonte Large Cap Value

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureBVALJEPQ

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield1.14%12.39%

5 years, per year[…][…]

3 years, per year[…]+18.2%

Worst drop · 1Y−6.7%−11.5%

Volatility · 1Y10.9%16.9%

3–1measures won
BVAL first

0.0%

holdings shared

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: BVAL, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

BVALJEPQSCHD

BVAL—0.0%0.0%

JEPQ0.0%—3.8%

SCHD0.0%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

BVAL$114 − $29 = $85

KeptFee

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