GBTC vs JEPQ

AGBTC

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$12,144GBTC

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.28%JEPQ · $1,228 on $10k

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

Held in common[…]GBTC and JEPQ

GBTC

JEPQ

Grayscale Bitcoin Trust ETF · $9.7BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+33.8%3 years · per year$23,945 · $17,450+20.4%

+4.0%5 years · per year$12,144 · […][…]

1.50%Expense ratio$150 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $1,228 on $10k12.28%

−47.1%Worst dropSmaller wins−8.8%

44.7%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsGBTC · JEPQ

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	AGBTC	Grayscale Bitcoin Trust ETFRead Desk		1.50%	0.00%	+1.6%	−12.2%	−30.2%	+33.8%	+4.0%	−47.1%	$9.7B
2	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

Both

5Y2 funds

#			Trend
1	AGBTC	Grayscale Bitcoin Trust ETFRead Desk		1.50%	0.00%	+1.6%	−12.2%	−30.2%	+33.8%	+4.0%	−47.1%	$9.7B
2	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

GBTC vs JEPQ

GBTC

Grayscale Bitcoin Trust

$12,144

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureGBTCJEPQ

Fee1.50%0.35%

Cost on $10k a year$150$35

Yield0.00%12.28%

5 years, per year+4.0%[…]

3 years, per year+33.8%+20.4%

Worst drop · 1Y−47.1%−8.8%

Volatility · 1Y44.7%15.5%

4–1measures won
JEPQ first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

IBIT vs FBTC

YTD

iSharesIBIT

−11.3%

FBTCFidelity

−11.2%

−11.3%Year to date−11.2%

0.25% · $25Fee · on $10k a year0.25% · $25

$62.6BAssets$15.4B

1–0FBTC wins

End-of-day Nov 3, 2026

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

Overlap: GBTC, JEPQ

Today

[…]holdings […]

GBTCJEPQ

GBTC—[…]

JEPQ[…]—

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

GBTC$0 − $150 = −$150

KeptFee

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