CDC vs JEPQ

ACDC

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$13,859CDC

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−7.8%CDC · worst fall in 1Y

Held in common3.4%CDC and JEPQ

CDC

JEPQ

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $738MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+15.9%3 years · per year$15,575 · $16,495+18.2%

+6.7%5 years · per year$13,859 · […][…]

0.37%Expense ratio$37 · $35 on $10k · lower wins0.35%

3.06%12-mo yield$306 · $1,239 on $10k12.39%

−7.8%Worst dropSmaller wins−11.5%

11.2%VolatilityLower wins16.9%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsCDC · JEPQ

1.2%PEP0.8%

1.1%MDLZ0.5%

1.1%ABBV0.5%

0.7%CMCSA0.4%

Held in common3.4%

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

Both

5Y2 funds

#			Trend
1	ACDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk		0.37%	3.06%	+1.4%	+21.5%	+24.6%	+15.9%	+6.7%	−7.8%	$738M
2	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

Both

5Y2 funds

#			Trend
1	ACDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETFRead Desk		0.37%	3.06%	+1.4%	+21.5%	+24.6%	+15.9%	+6.7%	−7.8%	$738M
2	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

CDC vs JEPQ

CDC

VictoryShares US EQ Income Enhanced Volatility Wtd

$13,859

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCDCJEPQ

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield3.06%12.39%

5 years, per year+6.7%[…]

3 years, per year+15.9%+18.2%

Worst drop · 1Y−7.8%−11.5%

Volatility · 1Y11.2%16.9%

3–2measures won
JEPQ first

3.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

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: CDC, JEPQ

Today

3.4%most shared, CDC and JEPQ

CDCJEPQ

CDC—3.4%

JEPQ3.4%—

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

CDC$306 − $37 = $269

KeptFee

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