DVAL vs JEPQ

ADVAL

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−6.2%DVAL · worst fall in 1Y

Held in common[…]DVAL and JEPQ

DVAL

JEPQ

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+15.6%3 years · per year$15,457 · $17,406+20.3%

[…]5 years · per year[…]

0.49%Expense ratio$49 · $35 on $10k · lower wins0.35%

5.15%12-mo yield$515 · $1,217 on $10k12.17%

−6.2%Worst dropSmaller wins−8.8%

10.4%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsDVAL · JEPQ

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

Held in common[…]

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							5Y/yr
1	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk		0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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							5Y/yr
1	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk		0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

DVAL vs JEPQ

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDVALJEPQ

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield5.15%12.17%

5 years, per year[…][…]

3 years, per year+15.6%+20.3%

Worst drop · 1Y−6.2%−8.8%

Volatility · 1Y10.4%15.5%

3–2measures won
JEPQ first

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%

$42.1BAssets$46.1B

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%

$123BAssets$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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DVAL, JEPQ

Today

[…]holdings […]

DVALJEPQ

DVAL—[…]

JEPQ[…]—

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

DVAL$515 − $49 = $466

KeptFee

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