HTUS vs JEPQ

AHTUS

BJEPQ

Measures won3–2HTUS wins · of 6 · 5Y

$10,000 · 5Y$20,244HTUS · IJH $14,620

Lowest cost0.05%IJH · $5 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.7%HTUS · worst fall in 1Y

Held in common0.0%HTUS and JEPQ

HTUS

JEPQ

Hull Tactical US ETF · $183MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+25.9%3 years · per year$19,961 · $17,406+20.3%

+15.1%5 years · per year$20,244 · […][…]

0.96%Expense ratio$96 · $35 on $10k · lower wins0.35%

10.33%12-mo yield$1,033 · $1,217 on $10k12.17%

−8.7%Worst dropSmaller wins−8.8%

12.7%VolatilityLower wins15.5%

3–2HTUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHTUS · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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	AHTUS	Hull Tactical US ETFRead Desk	0.96%	10.33%	+1.8%	+15.1%	+17.2%	+25.9%	+15.1%	−8.7%	$183M
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AHTUS	Hull Tactical US ETFRead Desk	0.96%	10.33%	+1.8%	+15.1%	+17.2%	+25.9%	+15.1%	−8.7%	$183M
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HTUS vs JEPQ

HTUS

Hull Tactical US

$20,244

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureHTUSJEPQ

Fee0.96%0.35%

Cost on $10k a year$96$35

Yield10.33%12.17%

5 years, per year+15.1%[…]

3 years, per year+25.9%+20.3%

Worst drop · 1Y−8.7%−8.8%

Volatility · 1Y12.7%15.5%

3–2measures won
HTUS first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: HTUS, JEPQ, IJH

Today

0.1%most shared, JEPQ and IJH

HTUSJEPQIJH

HTUS—0.0%0.0%

JEPQ0.0%—0.1%

IJH0.0%0.1%—

End-of-day Nov 4, 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

HTUS$1,033 − $96 = $937

IJH$121 − $5 = $116

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee