ICAP vs JEPQ

AICAP

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common21.0%ICAP and JEPQ

ICAP

JEPQ

Infrastructure Capital Equity Income Fund ETF · $110MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+15.5%3 years · per year$15,398 · $16,202+17.4%

[…]5 years · per year[…]

2.47%Expense ratio$247 · $35 on $10k · lower wins0.35%

12.07%12-mo yield$1,207 · $1,279 on $10k12.79%

−15.7%Worst dropSmaller wins−11.5%

16.3%VolatilityLower wins16.7%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsICAP · JEPQ

7.4%AMZN4.4%

3.5%MSFT6.1%

1.9%AMD2.9%

6.0%AVGO1.8%

Held in common21.0%

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							5Y/yr
1	AICAP	Infrastructure Capital Equity Income Fund ETFRead Desk		2.47%	12.07%	+0.9%	−3.3%	+1.2%	+15.5%	new	−15.7%	$110M
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							5Y/yr
1	AICAP	Infrastructure Capital Equity Income Fund ETFRead Desk		2.47%	12.07%	+0.9%	−3.3%	+1.2%	+15.5%	new	−15.7%	$110M
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

ICAP vs JEPQ

ICAP

Infrastructure Capital Equity Income Fund

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureICAPJEPQ

Fee2.47%0.35%

Cost on $10k a year$247$35

Yield12.07%12.79%

5 years, per year[…][…]

3 years, per year+15.5%+17.4%

Worst drop · 1Y−15.7%−11.5%

Volatility · 1Y16.3%16.7%

4–1measures won
JEPQ first

21.0%

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: ICAP, JEPQ

Today

21.0%most shared, ICAP and JEPQ

ICAPJEPQ

ICAP—21.0%

JEPQ21.0%—

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

ICAP$1,207 − $247 = $960

KeptFee

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