GII vs JEPQ

AGII

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$15,762GII

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 common0.9%GII and JEPQ

GII

JEPQ

State Street SPDR S&P Global Infrastructure ETF · $970MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+19.7%3 years · per year$17,131 · $17,406+20.3%

+9.5%5 years · per year$15,762 · […][…]

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

2.71%12-mo yield$271 · $1,217 on $10k12.17%

−10.6%Worst dropSmaller wins−8.8%

11.5%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsGII · JEPQ

1.4%XEL0.3%

5.0%NEE0.3%

2.9%SO0.3%

2.2%CEG0.1%

Held in common0.9%

End-of-day Nov 5, 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	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk		0.40%	2.71%	−1.2%	+8.0%	+10.8%	+19.7%	+9.5%	−10.6%	$970M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Both

5Y2 funds

#			Trend
1	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk		0.40%	2.71%	−1.2%	+8.0%	+10.8%	+19.7%	+9.5%	−10.6%	$970M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Cards for this view

GII vs JEPQ

GII

SPDR S&P Global Infrastructure

$15,762

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureGIIJEPQ

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield2.71%12.17%

5 years, per year+9.5%[…]

3 years, per year+19.7%+20.3%

Worst drop · 1Y−10.6%−8.8%

Volatility · 1Y11.5%15.5%

4–1measures won
JEPQ first

0.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: GII, JEPQ

Today

0.9%most shared, GII and JEPQ

GIIJEPQ

GII—0.9%

JEPQ0.9%—

End-of-day Nov 5, 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

GII$271 − $40 = $231

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee