IOO vs JEPQ

AIOO

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$20,135IOO

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common34.9%IOO and JEPQ

IOO

JEPQ

iShares Global 100 ETF · $9.0BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+26.8%3 years · per year$20,410 · $17,450+20.4%

+15.0%5 years · per year$20,135 · […][…]

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

0.83%12-mo yield$83 · $1,228 on $10k12.28%

−9.9%Worst dropSmaller wins−8.8%

14.5%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsIOO · JEPQ

12.2%NVDA6.9%

12.4%AAPL6.9%

9.5%MSFT5.5%

5.8%AMZN3.9%

Held in common34.9%

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	AIOO	iShares Global 100 ETFRead Desk		0.40%	0.83%	+0.2%	+11.3%	+12.3%	+26.8%	+15.0%	−9.9%	$9.0B
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	AIOO	iShares Global 100 ETFRead Desk		0.40%	0.83%	+0.2%	+11.3%	+12.3%	+26.8%	+15.0%	−9.9%	$9.0B
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

IOO vs JEPQ

IOO

iShares Global 100

$20,135

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIOOJEPQ

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield0.83%12.28%

5 years, per year+15.0%[…]

3 years, per year+26.8%+20.4%

Worst drop · 1Y−9.9%−8.8%

Volatility · 1Y14.5%15.5%

3–2measures won
JEPQ first

34.9%

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: IOO, JEPQ

Today

34.9%most shared, IOO and JEPQ

IOOJEPQ

IOO—34.9%

JEPQ34.9%—

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

IOO$83 − $40 = $43

KeptFee

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