JADE vs JEPQ

AJADE

BJEPQ

Measures won0–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$14,322JEPI

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.4%JADE and JEPQ

JADE

JEPQ

JPMorgan Active Developing Markets Equity ETF · $28MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

[…]3 years · per year[…] · $17,450+20.4%

[…]5 years · per year[…]

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

2.01%12-mo yield$201 · $1,228 on $10k12.28%

−13.5%Worst dropSmaller wins−8.8%

24.5%VolatilityLower wins15.5%

0–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJADE · JEPQ

0.6%MELI0.4%

Held in common0.4%

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

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AJADE	JPMorgan Active Developing Markets Equity ETFRead Desk	0.65%	2.01%	+0.4%	+13.8%	+15.7%	new	new	−13.5%	$28M
3	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

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AJADE	JPMorgan Active Developing Markets Equity ETFRead Desk	0.65%	2.01%	+0.4%	+13.8%	+15.7%	new	new	−13.5%	$28M
3	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

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

Yield2.01%12.28%

5 years, per year[…][…]

3 years, per year[…]+20.4%

Worst drop · 1Y−13.5%−8.8%

Volatility · 1Y24.5%15.5%

4–0measures won
JEPQ first

0.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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: JADE, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

JADEJEPQJEPI

JADE—0.4%0.0%

JEPQ0.4%—26.6%

JEPI0.0%26.6%—

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

JEPI$796 − $35 = $761

JADE$201 − $65 = $136

KeptFee

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