HTEC vs JEPQ

AHTEC

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · HTEC $9,675

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.9%HTEC and JEPQ

HTEC

JEPQ

ROBO Global Healthcare Technology and Innovation ETF · $116MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+25.8%3 years · per year$19,920 · $16,202+17.4%

−0.7%5 years · per year$9,675 · […][…]

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

0.77%12-mo yield$77 · $1,279 on $10k12.79%

−16.3%Worst dropSmaller wins−11.5%

23.3%VolatilityLower wins16.7%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHTEC · JEPQ

2.4%ISRG0.8%

1.9%VRTX0.7%

1.9%REGN0.6%

1.3%BMY0.2%

Held in common2.9%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.77%	−0.6%	+26.6%	+35.2%	+25.8%	−0.7%	−16.3%	$116M
3	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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.77%	−0.6%	+26.6%	+35.2%	+25.8%	−0.7%	−16.3%	$116M
3	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

HTEC vs JEPQ

HTEC

ROBO Global Healthcare Technology and Innovation

$9,675

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureHTECJEPQ

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield0.77%12.79%

5 years, per year−0.7%[…]

3 years, per year+25.8%+17.4%

Worst drop · 1Y−16.3%−11.5%

Volatility · 1Y23.3%16.7%

4–1measures won
JEPQ first

2.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

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: HTEC, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

HTECJEPQSCHD

HTEC—2.9%3.0%

JEPQ2.9%—3.8%

SCHD3.0%3.8%—

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

SCHD$300 − $6 = $294

HTEC$77 − $80 = −$3

KeptFee

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