CDX vs JEPQ

ACDX

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−5.9%CDX · worst fall in 1Y

Held in common4.6%CDX and JEPQ

CDX

JEPQ

Simplify High Yield ETF · $300MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+5.7%3 years · per year$11,808 · $16,202+17.4%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

8.33%12-mo yield$833 · $1,279 on $10k12.79%

−5.9%Worst dropSmaller wins−11.5%

6.3%VolatilityLower wins16.7%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsCDX · JEPQ

0.3%MAR0.3%

0.3%INTU0.5%

0.3%MA0.3%

0.3%AMGN0.5%

Held in common4.6%

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							5Y/yr
1	ACDX	Simplify High Yield ETFRead Desk		0.50%	8.33%	+0.4%	−4.6%	−5.1%	+5.7%	new	−5.9%	$300M
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							5Y/yr
1	ACDX	Simplify High Yield ETFRead Desk		0.50%	8.33%	+0.4%	−4.6%	−5.1%	+5.7%	new	−5.9%	$300M
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

CDX vs JEPQ

CDX

Simplify High Yield

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCDXJEPQ

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield8.33%12.79%

5 years, per year[…][…]

3 years, per year+5.7%+17.4%

Worst drop · 1Y−5.9%−11.5%

Volatility · 1Y6.3%16.7%

3–2measures won
JEPQ first

4.6%

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: CDX, JEPQ

Today

4.6%most shared, CDX and JEPQ

CDXJEPQ

CDX—4.6%

JEPQ4.6%—

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

CDX$833 − $50 = $783

KeptFee

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