FWD vs JEPQ

AFWD

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common30.9%FWD and JEPQ

FWD

JEPQ

Alliance Bernstein - AB Disruptors ETF · $2.9BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+29.9%3 years · per year$21,926 · $16,202+17.4%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

0.10%12-mo yield$10 · $1,279 on $10k12.79%

−27.3%Worst dropSmaller wins−11.5%

31.0%VolatilityLower wins16.7%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsFWD · JEPQ

3.6%MSFT6.1%

3.6%NVDA6.6%

2.5%META2.8%

2.4%AMZN4.4%

Held in common30.9%

End-of-day Nov 6, 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	AFWD	Alliance Bernstein - AB Disruptors ETFRead Desk		0.65%	0.10%	+2.3%	+6.0%	+3.0%	+29.9%	new	−27.3%	$2.9B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AFWD	Alliance Bernstein - AB Disruptors ETFRead Desk		0.65%	0.10%	+2.3%	+6.0%	+3.0%	+29.9%	new	−27.3%	$2.9B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FWD vs JEPQ

FWD

Alliance Bernstein - AB Disruptors

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFWDJEPQ

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield0.10%12.79%

5 years, per year[…][…]

3 years, per year+29.9%+17.4%

Worst drop · 1Y−27.3%−11.5%

Volatility · 1Y31.0%16.7%

4–1measures won
JEPQ first

30.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FWD, JEPQ

Today

30.9%most shared, FWD and JEPQ

FWDJEPQ

FWD—30.9%

JEPQ30.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

FWD$10 − $65 = −$55

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee