FORH vs JEPQ

AFORH

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$10,705FORH

Lowest cost0.35%JEPQ · $35 on $10k

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

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

Held in common0.0%FORH and JEPQ

FORH

JEPQ

Formidable ETF · $17MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+4.1%3 years · per year$11,277 · $17,406+20.3%

+1.4%5 years · per year$10,705 · […][…]

1.19%Expense ratio$119 · $35 on $10k · lower wins0.35%

1.89%12-mo yield$189 · $1,217 on $10k12.17%

−10.5%Worst dropSmaller wins−8.8%

14.3%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsFORH · JEPQ

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

Held in common0.0%

End-of-day Nov 4, 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	AFORH	Formidable ETFRead Desk		1.19%	1.89%	0.0%	−3.5%	−4.3%	+4.1%	+1.4%	−10.5%	$17M
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 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFORH	Formidable ETFRead Desk		1.19%	1.89%	0.0%	−3.5%	−4.3%	+4.1%	+1.4%	−10.5%	$17M
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 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FORH vs JEPQ

FORH

Formidable

$10,705

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFORHJEPQ

Fee1.19%0.35%

Cost on $10k a year$119$35

Yield1.89%12.17%

5 years, per year+1.4%[…]

3 years, per year+4.1%+20.3%

Worst drop · 1Y−10.5%−8.8%

Volatility · 1Y14.3%15.5%

4–1measures won
JEPQ first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FORH, JEPQ

Today

0.0%most shared, FORH and JEPQ

FORHJEPQ

FORH—0.0%

JEPQ0.0%—

End-of-day Nov 4, 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

FORH$189 − $119 = $70

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee