CALF vs JEPQ

ACALF

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$14,272CALF

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−7.9%CALF · worst fall in 1Y

Held in common0.0%CALF and JEPQ

CALF

JEPQ

Pacer US Small Cap Cash Cows ETF · $3.9BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+13.6%3 years · per year$14,659 · $16,202+17.4%

+7.4%5 years · per year$14,272 · […][…]

0.59%Expense ratio$59 · $35 on $10k · lower wins0.35%

1.13%12-mo yield$113 · $1,279 on $10k12.79%

−7.9%Worst dropSmaller wins−11.5%

16.2%VolatilityLower wins16.7%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsCALF · JEPQ

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

Held in common0.0%

End-of-day Nov 6, 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	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk		0.59%	1.13%	−1.4%	+28.6%	+33.3%	+13.6%	+7.4%	−7.9%	$3.9B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk		0.59%	1.13%	−1.4%	+28.6%	+33.3%	+13.6%	+7.4%	−7.9%	$3.9B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CALF vs JEPQ

CALF

Pacer US Small Cap Cash Cows

$14,272

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCALFJEPQ

Fee0.59%0.35%

Cost on $10k a year$59$35

Yield1.13%12.79%

5 years, per year+7.4%[…]

3 years, per year+13.6%+17.4%

Worst drop · 1Y−7.9%−11.5%

Volatility · 1Y16.2%16.7%

3–2measures won
JEPQ first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CALF, JEPQ

Today

0.0%most shared, CALF and JEPQ

CALFJEPQ

CALF—0.0%

JEPQ0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

CALF$113 − $59 = $54

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee