CTEF vs QYLD

ACTEF

BQYLD

Measures won1–3QYLD wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · QYLD $14,506

Lowest cost0.03%VOO · $3 on $10k

Most income12.04%QYLD · $1,205 on $10k

Smallest drop−5.7%QYLD · worst fall in 1Y

Held in common13.7%CTEF and QYLD

CTEF

QYLD

EA Series Trust - Castellan Targeted Equity ETF · $609MGlobal X - Nasdaq 100 Covered Call ETF · $8.1B

[…]3 years · per year[…] · $15,629+16.0%

[…]5 years · per year[…] · $14,506+7.7%

0.45%Expense ratio$45 · $60 on $10k · lower wins0.60%

0.06%12-mo yield$6 · $1,205 on $10k12.04%

−15.0%Worst dropSmaller wins−5.7%

24.0%VolatilityLower wins11.8%

1–3QYLD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCTEF · QYLD

4.3%NVDA8.1%

4.0%MU4.5%

3.0%MSFT6.3%

4.0%LRCX1.4%

Held in common13.7%

End-of-day Nov 3, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BQYLD	Global X - Nasdaq 100 Covered Call ETFRead Desk	0.60%	12.04%	+0.6%	+11.1%	+14.9%	+16.0%	+7.7%	−5.7%	$8.1B
3	ACTEF	EA Series Trust - Castellan Targeted Equity ETFRead Desk	0.45%	0.06%	+0.4%	+21.7%	+23.4%	new	new	−15.0%	$609M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BQYLD	Global X - Nasdaq 100 Covered Call ETFRead Desk	0.60%	12.04%	+0.6%	+11.1%	+14.9%	+16.0%	+7.7%	−5.7%	$8.1B
3	ACTEF	EA Series Trust - Castellan Targeted Equity ETFRead Desk	0.45%	0.06%	+0.4%	+21.7%	+23.4%	new	new	−15.0%	$609M

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

Cards for this view

CTEF vs QYLD

CTEF

EA Series Trust - Castellan Targeted Equity

[…]

QYLD

Global X - Nasdaq 100 Covered Call

$14,506

MeasureCTEFQYLD

Fee0.45%0.60%

Cost on $10k a year$45$60

Yield0.06%12.04%

5 years, per year[…]+7.7%

3 years, per year[…]+16.0%

Worst drop · 1Y−15.0%−5.7%

Volatility · 1Y24.0%11.8%

3–1measures won
QYLD first

13.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

Overlap: CTEF, QYLD, VOO

Today

55.2%most shared, QYLD and VOO

CTEFQYLDVOO

CTEF—13.7%10.6%

QYLD13.7%—55.2%

VOO10.6%55.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,145most kept, QYLD

QYLD$1,205 − $60 = $1,145

VOO$107 − $3 = $104

CTEF$6 − $45 = −$39

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee