CBLS vs JEPQ

ACBLS

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$10,693CBLS

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common15.1%CBLS and JEPQ

CBLS

JEPQ

Clough Hedged Equity ETF · $31MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+14.0%3 years · per year$14,811 · $16,202+17.4%

+1.3%5 years · per year$10,693 · […][…]

1.89%Expense ratio$189 · $35 on $10k · lower wins0.35%

0.90%12-mo yield$90 · $1,279 on $10k12.79%

−21.2%Worst dropSmaller wins−11.5%

19.9%VolatilityLower wins16.7%

0–5JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsCBLS · JEPQ

2.6%MSFT6.1%

2.4%AMZN4.4%

2.3%NVDA6.6%

2.3%AVGO1.8%

Held in common15.1%

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	ACBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.90%	+1.7%	−0.1%	−1.3%	+14.0%	+1.3%	−21.2%	$31M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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	ACBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.90%	+1.7%	−0.1%	−1.3%	+14.0%	+1.3%	−21.2%	$31M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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

CBLS vs JEPQ

CBLS

Clough Hedged Equity

$10,693

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCBLSJEPQ

Fee1.89%0.35%

Cost on $10k a year$189$35

Yield0.90%12.79%

5 years, per year+1.3%[…]

3 years, per year+14.0%+17.4%

Worst drop · 1Y−21.2%−11.5%

Volatility · 1Y19.9%16.7%

5–0measures won
JEPQ first

15.1%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CBLS, JEPQ

Today

15.1%most shared, CBLS and JEPQ

CBLSJEPQ

CBLS—15.1%

JEPQ15.1%—

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

CBLS$90 − $189 = −$99

KeptFee

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