INCE vs JEPQ

AINCE

BJEPQ

Measures won3–2INCE wins · of 6 · 5Y

$10,000 · 5Y$16,508INCE

Lowest cost0.29%INCE · $29 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−5.0%INCE · worst fall in 1Y

Held in common4.5%INCE and JEPQ

INCE

JEPQ

Franklin Income Equity Focus ETF · $367MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+19.9%3 years · per year$17,245 · $17,450+20.4%

+10.5%5 years · per year$16,508 · […][…]

0.29%Expense ratio$29 · $35 on $10k · lower wins0.35%

4.98%12-mo yield$498 · $1,228 on $10k12.28%

−5.0%Worst dropSmaller wins−8.8%

8.1%VolatilityLower wins15.5%

3–2INCE wins

$10,000 · 5 yearsOne scale

Shared top holdingsINCE · JEPQ

0.8%TXN0.9%

2.6%PEP0.7%

0.5%PANW1.3%

0.5%CSCO1.2%

Held in common4.5%

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	AINCE	Franklin Income Equity Focus ETFRead Desk		0.29%	4.98%	−0.4%	+17.6%	+22.3%	+19.9%	+10.5%	−5.0%	$367M
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	AINCE	Franklin Income Equity Focus ETFRead Desk		0.29%	4.98%	−0.4%	+17.6%	+22.3%	+19.9%	+10.5%	−5.0%	$367M
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

INCE vs JEPQ

INCE

Franklin Income Equity Focus

$16,508

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureINCEJEPQ

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield4.98%12.28%

5 years, per year+10.5%[…]

3 years, per year+19.9%+20.4%

Worst drop · 1Y−5.0%−8.8%

Volatility · 1Y8.1%15.5%

3–2measures won
INCE first

4.5%

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: INCE, JEPQ

Today

4.5%most shared, INCE and JEPQ

INCEJEPQ

INCE—4.5%

JEPQ4.5%—

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

INCE$498 − $29 = $469

KeptFee

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