JADE vs JEPQ

AJADE

BJEPQ

Measures won0–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common0.4%JADE and JEPQ

JADE

JEPQ

JPMorgan Active Developing Markets Equity ETF · $29MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

[…]3 years · per year[…] · $17,406+20.3%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

1.99%12-mo yield$199 · $1,217 on $10k12.17%

−13.5%Worst dropSmaller wins−8.8%

24.5%VolatilityLower wins15.5%

0–4JEPQ wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsJADE · JEPQ

0.6%MELI0.4%

Held in common0.4%

End-of-day Nov 4, 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							5Y/yr
1	AJADE	JPMorgan Active Developing Markets Equity ETFRead Desk		0.65%	1.99%	+0.8%	+14.8%	+15.6%	new	new	−13.5%	$29M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AJADE	JPMorgan Active Developing Markets Equity ETFRead Desk		0.65%	1.99%	+0.8%	+14.8%	+15.6%	new	new	−13.5%	$29M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JADE vs JEPQ

JADE

JPMorgan Active Developing Markets Equity

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureJADEJEPQ

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield1.99%12.17%

5 years, per year[…][…]

3 years, per year[…]+20.3%

Worst drop · 1Y−13.5%−8.8%

Volatility · 1Y24.5%15.5%

4–0measures won
JEPQ first

0.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: JADE, JEPQ

Today

0.4%most shared, JADE and JEPQ

JADEJEPQ

JADE—0.4%

JEPQ0.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

JADE$199 − $65 = $134

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee