DFVE vs JEPQ

ADFVE

BJEPQ

Measures won3–1DFVE wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD

Lowest cost0.06%SCHD · $6 on $10k

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

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

Held in common[…]DFVE and JEPQ

DFVE

JEPQ

DoubleLine Fortune 500 Equal Weight ETF · $46MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

[…]3 years · per year[…] · $17,450+20.4%

[…]5 years · per year[…]

0.20%Expense ratio$20 · $35 on $10k · lower wins0.35%

1.33%12-mo yield$133 · $1,228 on $10k12.28%

−7.8%Worst dropSmaller wins−8.8%

12.0%VolatilityLower wins15.5%

3–1DFVE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFVE · JEPQ

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

Held in common[…]

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk	0.20%	1.33%	−0.5%	+16.1%	+19.4%	new	new	−7.8%	$46M
3	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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk	0.20%	1.33%	−0.5%	+16.1%	+19.4%	new	new	−7.8%	$46M
3	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

DFVE vs JEPQ

DFVE

DoubleLine Fortune 500 Equal Weight

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFVEJEPQ

Fee0.20%0.35%

Cost on $10k a year$20$35

Yield1.33%12.28%

5 years, per year[…][…]

3 years, per year[…]+20.4%

Worst drop · 1Y−7.8%−8.8%

Volatility · 1Y12.0%15.5%

3–1measures won
DFVE first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

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

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: DFVE, JEPQ, SCHD

Today

3.7%most shared, JEPQ and SCHD

DFVEJEPQSCHD

DFVE—[…][…]

JEPQ[…]—3.7%

SCHD[…]3.7%—

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

SCHD$297 − $6 = $291

DFVE$133 − $20 = $113

KeptFee

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