CVMC vs JEPQ

ACVMC

BJEPQ

Measures won4–1CVMC wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.15%CVMC · $15 on $10k

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

Smallest drop−9.3%CVMC · worst fall in 1Y

Held in common2.4%CVMC and JEPQ

CVMC

JEPQ

Calvert US Mid-Cap Core Responsible Index ETF · $116MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+20.0%3 years · per year$17,284 · $16,202+17.4%

[…]5 years · per year[…]

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

1.20%12-mo yield$120 · $1,279 on $10k12.79%

−9.3%Worst dropSmaller wins−11.5%

14.5%VolatilityLower wins16.7%

4–1CVMC wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsCVMC · JEPQ

0.5%XEL0.3%

0.3%TER0.4%

0.3%TTWO0.3%

0.3%CPRT0.2%

Held in common2.4%

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	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk		0.15%	1.20%	−0.3%	+17.8%	+20.1%	+20.0%	new	−9.3%	$116M
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	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk		0.15%	1.20%	−0.3%	+17.8%	+20.1%	+20.0%	new	−9.3%	$116M
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

CVMC vs JEPQ

CVMC

Calvert US Mid-Cap Core Responsible Index

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCVMCJEPQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.20%12.79%

5 years, per year[…][…]

3 years, per year+20.0%+17.4%

Worst drop · 1Y−9.3%−11.5%

Volatility · 1Y14.5%16.7%

4–1measures won
CVMC first

2.4%

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: CVMC, JEPQ

Today

2.4%most shared, CVMC and JEPQ

CVMCJEPQ

CVMC—2.4%

JEPQ2.4%—

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

CVMC$120 − $15 = $105

KeptFee

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