HAP vs JEPQ

AHAP

BJEPQ

Measures won3–2HAP wins · of 6 · 5Y

$10,000 · 5Y$17,426HAP

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−9.1%HAP · worst fall in 1Y

Held in common0.9%HAP and JEPQ

HAP

JEPQ

VanEck Natural Resources ETF · $320MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+18.7%3 years · per year$16,736 · $16,202+17.4%

+11.7%5 years · per year$17,426 · […][…]

0.41%Expense ratio$41 · $35 on $10k · lower wins0.35%

1.87%12-mo yield$187 · $1,279 on $10k12.79%

−9.1%Worst dropSmaller wins−11.5%

16.3%VolatilityLower wins16.7%

3–2HAP wins

$10,000 · 5 yearsOne scale

Shared top holdingsHAP · JEPQ

5.3%DE0.3%

0.3%FANG0.3%

3.8%NEE0.3%

Held in common0.9%

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
1	AHAP	VanEck Natural Resources ETFRead Desk		0.41%	1.87%	+0.2%	+21.0%	+30.6%	+18.7%	+11.7%	−9.1%	$320M
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
1	AHAP	VanEck Natural Resources ETFRead Desk		0.41%	1.87%	+0.2%	+21.0%	+30.6%	+18.7%	+11.7%	−9.1%	$320M
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

HAP vs JEPQ

HAP

VanEck Natural Resources

$17,426

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureHAPJEPQ

Fee0.41%0.35%

Cost on $10k a year$41$35

Yield1.87%12.79%

5 years, per year+11.7%[…]

3 years, per year+18.7%+17.4%

Worst drop · 1Y−9.1%−11.5%

Volatility · 1Y16.3%16.7%

3–2measures won
HAP first

0.9%

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%

$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: HAP, JEPQ

Today

0.9%most shared, HAP and JEPQ

HAPJEPQ

HAP—0.9%

JEPQ0.9%—

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

HAP$187 − $41 = $146

KeptFee

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