GFGF vs JEPQ

AGFGF

BJEPQ

Measures won2–3JEPQ 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 common47.1%GFGF and JEPQ

GFGF

JEPQ

Guru Favorite Stocks ETF · $32MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+17.5%3 years · per year$16,228 · $16,202+17.4%

[…]5 years · per year[…]

0.66%Expense ratio$66 · $35 on $10k · lower wins0.35%

0.65%12-mo yield$65 · $1,279 on $10k12.79%

−15.2%Worst dropSmaller wins−11.5%

12.7%VolatilityLower wins16.7%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsGFGF · JEPQ

11.6%AAPL7.4%

11.9%NVDA6.6%

5.0%MSFT6.1%

5.0%AMZN4.4%

Held in common47.1%

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	AGFGF	Guru Favorite Stocks ETFRead Desk		0.66%	0.65%	−0.4%	+0.3%	+5.0%	+17.5%	new	−15.2%	$32M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	AGFGF	Guru Favorite Stocks ETFRead Desk		0.66%	0.65%	−0.4%	+0.3%	+5.0%	+17.5%	new	−15.2%	$32M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

GFGF vs JEPQ

GFGF

Guru Favorite Stocks

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureGFGFJEPQ

Fee0.66%0.35%

Cost on $10k a year$66$35

Yield0.65%12.79%

5 years, per year[…][…]

3 years, per year+17.5%+17.4%

Worst drop · 1Y−15.2%−11.5%

Volatility · 1Y12.7%16.7%

3–2measures won
JEPQ first

47.1%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: GFGF, JEPQ

Today

47.1%most shared, GFGF and JEPQ

GFGFJEPQ

GFGF—47.1%

JEPQ47.1%—

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

GFGF$65 − $66 = −$1

KeptFee

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