CVRD vs JEPQ

ACVRD

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−5.7%CVRD · worst fall in 1Y

Held in common13.2%CVRD and JEPQ

CVRD

JEPQ

Madison Covered Call ETF · $32MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+8.6%3 years · per year$12,801 · $16,202+17.4%

[…]5 years · per year[…]

0.90%Expense ratio$90 · $35 on $10k · lower wins0.35%

7.50%12-mo yield$750 · $1,279 on $10k12.79%

−5.7%Worst dropSmaller wins−11.5%

9.4%VolatilityLower wins16.7%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsCVRD · JEPQ

4.5%AMZN4.4%

2.8%AVGO1.8%

1.8%GOOG4.4%

2.1%ADI1.1%

Held in common13.2%

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	ACVRD	Madison Covered Call ETFRead Desk		0.90%	7.50%	0.0%	+6.9%	+10.3%	+8.6%	new	−5.7%	$32M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	ACVRD	Madison Covered Call ETFRead Desk		0.90%	7.50%	0.0%	+6.9%	+10.3%	+8.6%	new	−5.7%	$32M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

CVRD vs JEPQ

CVRD

Madison Covered Call

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCVRDJEPQ

Fee0.90%0.35%

Cost on $10k a year$90$35

Yield7.50%12.79%

5 years, per year[…][…]

3 years, per year+8.6%+17.4%

Worst drop · 1Y−5.7%−11.5%

Volatility · 1Y9.4%16.7%

3–2measures won
JEPQ first

13.2%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CVRD, JEPQ

Today

13.2%most shared, CVRD and JEPQ

CVRDJEPQ

CVRD—13.2%

JEPQ13.2%—

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

CVRD$750 − $90 = $660

KeptFee

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