IPOS vs JEPQ

AIPOS

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · VEA $15,497

Lowest cost0.03%VEA · $3 on $10k

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

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

Held in common0.0%IPOS and JEPQ

IPOS

JEPQ

Renaissance International IPO ETF · $9MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+11.6%3 years · per year$13,898 · $16,495+18.2%

−9.0%5 years · per year$6,236 · […][…]

0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%

0.81%12-mo yield$81 · $1,239 on $10k12.39%

−33.2%Worst dropSmaller wins−11.5%

35.8%VolatilityLower wins16.9%

0–5JEPQ wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIPOS · JEPQ

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

Held in common0.0%

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 Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	AIPOS	Renaissance International IPO ETFRead Desk	0.80%	0.81%	+2.1%	+5.9%	+4.0%	+11.6%	−9.0%	−33.2%	$9M
4	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 Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	AIPOS	Renaissance International IPO ETFRead Desk	0.80%	0.81%	+2.1%	+5.9%	+4.0%	+11.6%	−9.0%	−33.2%	$9M
4	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

IPOS vs JEPQ

IPOS

Renaissance International IPO

$6,236

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIPOSJEPQ

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield0.81%12.39%

5 years, per year−9.0%[…]

3 years, per year+11.6%+18.2%

Worst drop · 1Y−33.2%−11.5%

Volatility · 1Y35.8%16.9%

5–0measures won
JEPQ first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%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

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026

Overlap: IPOS, JEPQ, VEA, SCHD

Today

3.8%most shared, JEPQ and SCHD

IPOSJEPQVEASCHD

IPOS—0.0%0.0%0.0%

JEPQ0.0%—0.0%3.8%

VEA0.0%0.0%—0.0%

SCHD0.0%3.8%0.0%—

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

VEA$244 − $3 = $241

IPOS$81 − $80 = $1

KeptFee

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