INFO vs JEPQ

AINFO

BJEPQ

Measures won2–1INFO wins · of 6 · 5Y

$10,000 · 5Y$16,454SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income12.39%JEPQ · $1,239 on $10k

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

Held in common40.8%INFO and JEPQ

INFO

JEPQ

Harbor PanAgora Dynamic Large Cap Core ETF · $918MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

[…]3 years · per year[…] · $16,495+18.2%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

0.31%12-mo yield$31 · $1,239 on $10k12.39%

−9.2%Worst dropSmaller wins−11.5%

14.3%VolatilityLower wins16.9%

2–1INFO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsINFO · JEPQ

8.6%AAPL7.4%

7.6%NVDA6.6%

6.5%MSFT6.1%

3.7%AMZN4.4%

Held in common40.8%

End-of-day Nov 9, 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%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AINFO	Harbor PanAgora Dynamic Large Cap Core ETFRead Desk	0.35%	0.31%	+2.6%	+12.4%	+14.6%	new	new	−9.2%	$918M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 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%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AINFO	Harbor PanAgora Dynamic Large Cap Core ETFRead Desk	0.35%	0.31%	+2.6%	+12.4%	+14.6%	new	new	−9.2%	$918M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

INFO vs JEPQ

INFO

Harbor PanAgora Dynamic Large Cap Core

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureINFOJEPQ

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield0.31%12.39%

5 years, per year[…][…]

3 years, per year[…]+18.2%

Worst drop · 1Y−9.2%−11.5%

Volatility · 1Y14.3%16.9%

2–1measures won
INFO first

40.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: INFO, JEPQ, SCHD

Today

40.8%most shared, INFO and JEPQ

INFOJEPQSCHD

INFO—40.8%4.5%

JEPQ40.8%—3.8%

SCHD4.5%3.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

INFO$31 − $35 = −$4

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee