GPTY vs JEPQ

AGPTY

BJEPQ

Measures won1–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$14,322JEPI

Lowest cost0.35%JEPQ · $35 on $10k

Most income42.30%GPTY · $4,230 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common43.9%GPTY and JEPQ

GPTY

JEPQ

YieldMax AI & Tech Portfolio Option Income ETF · $122MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

[…]3 years · per year[…] · $17,450+20.4%

[…]5 years · per year[…]

1.06%Expense ratio$106 · $35 on $10k · lower wins0.35%

42.30%12-mo yield$4,230 · $1,228 on $10k12.28%

−18.8%Worst dropSmaller wins−8.8%

29.0%VolatilityLower wins15.5%

1–3JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPTY · JEPQ

7.2%NVDA6.9%

7.7%AAPL6.9%

7.3%MSFT5.5%

4.6%MU4.1%

Held in common43.9%

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

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	42.30%	+1.9%	+16.9%	+7.5%	new	new	−18.8%	$122M
3	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

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	42.30%	+1.9%	+16.9%	+7.5%	new	new	−18.8%	$122M
3	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

GPTY vs JEPQ

GPTY

YieldMax AI & Tech Portfolio Option Income

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureGPTYJEPQ

Fee1.06%0.35%

Cost on $10k a year$106$35

Yield42.30%12.28%

5 years, per year[…][…]

3 years, per year[…]+20.4%

Worst drop · 1Y−18.8%−8.8%

Volatility · 1Y29.0%15.5%

3–1measures won
JEPQ first

43.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: GPTY, JEPQ, JEPI

Today

43.9%most shared, GPTY and JEPQ

GPTYJEPQJEPI

GPTY—43.9%16.0%

JEPQ43.9%—26.6%

JEPI16.0%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$4,124most kept, GPTY

GPTY$4,230 − $106 = $4,124

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

KeptFee

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