DFII vs JEPQ

ADFII

BJEPQ

Measures won1–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income19.23%DFII · $1,923 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]DFII and JEPQ

DFII

JEPQ

FT Vest Bitcoin Strategy & Target Income ETF · $20MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

[…]3 years · per year[…] · $17,406+20.3%

[…]5 years · per year[…]

0.85%Expense ratio$85 · $35 on $10k · lower wins0.35%

19.23%12-mo yield$1,923 · $1,217 on $10k12.17%

−42.9%Worst dropSmaller wins−8.8%

42.2%VolatilityLower wins15.5%

1–3JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFII · JEPQ

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

Held in common[…]

End-of-day Nov 4, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	19.23%	+2.6%	−11.4%	−25.7%	new	new	−42.9%	$20M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	19.23%	+2.6%	−11.4%	−25.7%	new	new	−42.9%	$20M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFII vs JEPQ

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFIIJEPQ

Fee0.85%0.35%

Cost on $10k a year$85$35

Yield19.23%12.17%

5 years, per year[…][…]

3 years, per year[…]+20.3%

Worst drop · 1Y−42.9%−8.8%

Volatility · 1Y42.2%15.5%

3–1measures won
JEPQ first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFII, JEPQ, SCHD

Today

3.7%most shared, JEPQ and SCHD

DFIIJEPQSCHD

DFII—[…][…]

JEPQ[…]—3.7%

SCHD[…]3.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,838most kept, DFII

DFII$1,923 − $85 = $1,838

JEPQ$1,217 − $35 = $1,182

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee