JAAA vs JEPQ

AJAAA

BJEPQ

Measures won3–2JAAA wins · of 6 · 5Y

$10,000 · 5Y$12,824JAAA

Lowest cost0.20%JAAA · $20 on $10k

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

Smallest drop−0.4%JAAA · worst fall in 1Y

Held in common[…]JAAA and JEPQ

JAAA

JEPQ

Janus Henderson AAA CLO ETF · $32.3BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+6.1%3 years · per year$11,953 · $17,450+20.4%

+5.1%5 years · per year$12,824 · […][…]

0.20%Expense ratio$20 · $35 on $10k · lower wins0.35%

4.82%12-mo yield$482 · $1,228 on $10k12.28%

−0.4%Worst dropSmaller wins−8.8%

0.7%VolatilityLower wins15.5%

3–2JAAA wins

$10,000 · 5 yearsOne scale

Shared top holdingsJAAA · JEPQ

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

Held in common[…]

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	AJAAA	Janus Henderson AAA CLO ETFRead Desk		0.20%	4.82%	0.0%	+3.8%	+4.9%	+6.1%	+5.1%	−0.4%	$32.3B
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	AJAAA	Janus Henderson AAA CLO ETFRead Desk		0.20%	4.82%	0.0%	+3.8%	+4.9%	+6.1%	+5.1%	−0.4%	$32.3B
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

JAAA vs JEPQ

JAAA

Janus Henderson AAA CLO

$12,824

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureJAAAJEPQ

Fee0.20%0.35%

Cost on $10k a year$20$35

Yield4.82%12.28%

5 years, per year+5.1%[…]

3 years, per year+6.1%+20.4%

Worst drop · 1Y−0.4%−8.8%

Volatility · 1Y0.7%15.5%

3–2measures won
JAAA first

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: JAAA, JEPQ

Today

[…]holdings […]

JAAAJEPQ

JAAA—[…]

JEPQ[…]—

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

JAAA$482 − $20 = $462

KeptFee

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