DMXF vs JEPQ

ADMXF

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$13,616DMXF

Lowest cost0.12%DMXF · $12 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common0.2%DMXF and JEPQ

DMXF

JEPQ

iShares ESG Advanced MSCI EAFE ETF · $1.0BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+18.1%3 years · per year$16,453 · $17,406+20.3%

+6.4%5 years · per year$13,616 · […][…]

0.12%Expense ratio$12 · $35 on $10k · lower wins0.35%

4.28%12-mo yield$428 · $1,217 on $10k12.17%

−11.8%Worst dropSmaller wins−8.8%

17.9%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsDMXF · JEPQ

0.3%NBIS0.2%

Held in common0.2%

End-of-day Nov 5, 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	ADMXF	iShares ESG Advanced MSCI EAFE ETFRead Desk		0.12%	4.28%	−3.2%	+11.3%	+13.8%	+18.1%	+6.4%	−11.8%	$1.0B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Both

5Y2 funds

#			Trend
1	ADMXF	iShares ESG Advanced MSCI EAFE ETFRead Desk		0.12%	4.28%	−3.2%	+11.3%	+13.8%	+18.1%	+6.4%	−11.8%	$1.0B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Cards for this view

DMXF vs JEPQ

DMXF

iShares ESG Advanced MSCI EAFE

$13,616

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDMXFJEPQ

Fee0.12%0.35%

Cost on $10k a year$12$35

Yield4.28%12.17%

5 years, per year+6.4%[…]

3 years, per year+18.1%+20.3%

Worst drop · 1Y−11.8%−8.8%

Volatility · 1Y17.9%15.5%

4–1measures won
JEPQ first

0.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DMXF, JEPQ

Today

0.2%most shared, DMXF and JEPQ

DMXFJEPQ

DMXF—0.2%

JEPQ0.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

DMXF$428 − $12 = $416

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee