DEEP vs JEPQ

ADEEP

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$12,487DEEP

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−8.9%DEEP · worst fall in 1Y

Held in common0.0%DEEP and JEPQ

DEEP

JEPQ

Acquirers Small and Micro Deep Value ETF · $25MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+12.1%3 years · per year$14,092 · $16,202+17.4%

+4.5%5 years · per year$12,487 · […][…]

0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%

2.10%12-mo yield$210 · $1,279 on $10k12.79%

−8.9%Worst dropSmaller wins−11.5%

17.5%VolatilityLower wins16.7%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsDEEP · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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
1	ADEEP	Acquirers Small and Micro Deep Value ETFRead Desk		0.80%	2.10%	−1.1%	+18.3%	+21.3%	+12.1%	+4.5%	−8.9%	$25M
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
1	ADEEP	Acquirers Small and Micro Deep Value ETFRead Desk		0.80%	2.10%	−1.1%	+18.3%	+21.3%	+12.1%	+4.5%	−8.9%	$25M
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

DEEP vs JEPQ

DEEP

Acquirers Small and Micro Deep Value

$12,487

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDEEPJEPQ

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield2.10%12.79%

5 years, per year+4.5%[…]

3 years, per year+12.1%+17.4%

Worst drop · 1Y−8.9%−11.5%

Volatility · 1Y17.5%16.7%

4–1measures won
JEPQ first

0.0%

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: DEEP, JEPQ

Today

0.0%most shared, DEEP and JEPQ

DEEPJEPQ

DEEP—0.0%

JEPQ0.0%—

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

DEEP$210 − $80 = $130

KeptFee

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