DFSV vs JEPQ

ADFSV

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.31%DFSV · $31 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common0.0%DFSV and JEPQ

DFSV

JEPQ

U.S. Small Cap Value Portfolio ETF Class Shares · $28.0BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+20.3%3 years · per year$17,428 · $17,450+20.4%

[…]5 years · per year[…]

0.31%Expense ratio$31 · $35 on $10k · lower wins0.35%

1.38%12-mo yield$138 · $1,228 on $10k12.28%

−9.4%Worst dropSmaller wins−8.8%

14.7%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsDFSV · JEPQ

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.38%	−0.9%	+21.0%	+27.4%	+20.3%	new	−9.4%	$28.0B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.38%	−0.9%	+21.0%	+27.4%	+20.3%	new	−9.4%	$28.0B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

DFSV vs JEPQ

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFSVJEPQ

Fee0.31%0.35%

Cost on $10k a year$31$35

Yield1.38%12.28%

5 years, per year[…][…]

3 years, per year+20.3%+20.4%

Worst drop · 1Y−9.4%−8.8%

Volatility · 1Y14.7%15.5%

3–2measures won
JEPQ first

0.0%

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD 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

Overlap: DFSV, JEPQ

Today

0.0%most shared, DFSV and JEPQ

DFSVJEPQ

DFSV—0.0%

JEPQ0.0%—

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

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

DFSV$138 − $31 = $107

KeptFee

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