IQDF vs JEPQ

AIQDF

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,789IQDF

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−10.0%IQDF · worst fall in 1Y

Held in common0.0%IQDF and JEPQ

IQDF

JEPQ

Northern Trust International Quality Dividend ETF · $1.1BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+22.6%3 years · per year$18,426 · $16,495+18.2%

+10.9%5 years · per year$16,789 · […][…]

0.49%Expense ratio$49 · $35 on $10k · lower wins0.35%

3.51%12-mo yield$351 · $1,239 on $10k12.39%

−10.0%Worst dropSmaller wins−11.5%

17.0%VolatilityLower wins16.9%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsIQDF · 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

Both

5Y2 funds

#			Trend
1	AIQDF	Northern Trust International Quality Dividend ETFRead Desk		0.49%	3.51%	+2.6%	+14.5%	+20.4%	+22.6%	+10.9%	−10.0%	$1.1B
2	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

Both

5Y2 funds

#			Trend
1	AIQDF	Northern Trust International Quality Dividend ETFRead Desk		0.49%	3.51%	+2.6%	+14.5%	+20.4%	+22.6%	+10.9%	−10.0%	$1.1B
2	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

IQDF vs JEPQ

IQDF

Northern Trust International Quality Dividend

$16,789

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIQDFJEPQ

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield3.51%12.39%

5 years, per year+10.9%[…]

3 years, per year+22.6%+18.2%

Worst drop · 1Y−10.0%−11.5%

Volatility · 1Y17.0%16.9%

3–2measures won
JEPQ first

0.0%

holdings shared

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

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

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: IQDF, JEPQ

Today

0.0%most shared, IQDF and JEPQ

IQDFJEPQ

IQDF—0.0%

JEPQ0.0%—

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

IQDF$351 − $49 = $302

KeptFee

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