HTEC vs JEPQ

AHTEC

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$9,907HTEC

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 common2.7%HTEC and JEPQ

HTEC

JEPQ

ROBO Global Healthcare Technology and Innovation ETF · $112MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+27.8%3 years · per year$20,882 · $17,450+20.4%

−0.2%5 years · per year$9,907 · […][…]

0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%

0.76%12-mo yield$76 · $1,228 on $10k12.28%

−16.3%Worst dropSmaller wins−8.8%

22.6%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsHTEC · JEPQ

2.2%ISRG0.7%

1.9%VRTX0.7%

2.0%REGN0.6%

1.3%BMY0.2%

Held in common2.7%

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	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk		0.80%	0.76%	+1.0%	+29.4%	+37.7%	+27.8%	−0.2%	−16.3%	$112M
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	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk		0.80%	0.76%	+1.0%	+29.4%	+37.7%	+27.8%	−0.2%	−16.3%	$112M
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

HTEC vs JEPQ

HTEC

ROBO Global Healthcare Technology and Innovation

$9,907

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureHTECJEPQ

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield0.76%12.28%

5 years, per year−0.2%[…]

3 years, per year+27.8%+20.4%

Worst drop · 1Y−16.3%−8.8%

Volatility · 1Y22.6%15.5%

4–1measures won
JEPQ first

2.7%

holdings shared

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

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: HTEC, JEPQ

Today

2.7%most shared, HTEC and JEPQ

HTECJEPQ

HTEC—2.7%

JEPQ2.7%—

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

HTEC$76 − $80 = −$4

KeptFee

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