EUFN vs JEPQ

AEUFN

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$22,841EUFN · SCHD $16,352

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 common0.0%EUFN and JEPQ

EUFN

JEPQ

iShares MSCI Europe Financials ETF · $2.9BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+34.4%3 years · per year$24,291 · $17,450+20.4%

+18.0%5 years · per year$22,841 · […][…]

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

4.36%12-mo yield$436 · $1,228 on $10k12.28%

−14.8%Worst dropSmaller wins−8.8%

20.9%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEUFN · 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

All Three

5Y3 funds

#
1	AEUFN	iShares MSCI Europe Financials ETFRead Desk	0.49%	4.36%	−0.4%	+5.2%	+16.9%	+34.4%	+18.0%	−14.8%	$2.9B
2	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
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	AEUFN	iShares MSCI Europe Financials ETFRead Desk	0.49%	4.36%	−0.4%	+5.2%	+16.9%	+34.4%	+18.0%	−14.8%	$2.9B
2	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
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

EUFN vs JEPQ

EUFN

iShares MSCI Europe Financials

$22,841

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureEUFNJEPQ

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield4.36%12.28%

5 years, per year+18.0%[…]

3 years, per year+34.4%+20.4%

Worst drop · 1Y−14.8%−8.8%

Volatility · 1Y20.9%15.5%

4–1measures won
JEPQ first

0.0%

holdings shared

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: EUFN, JEPQ, SCHD

Today

3.7%most shared, JEPQ and SCHD

EUFNJEPQSCHD

EUFN—0.0%0.0%

JEPQ0.0%—3.7%

SCHD0.0%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

EUFN$436 − $49 = $387

SCHD$297 − $6 = $291

KeptFee

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