JEPI vs JEPQ

AJEPI

BJEPQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,322JEPI

Lowest cost0.35%JEPI · $35 on $10k

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

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

Held in common26.6%JEPI and JEPQ

JEPI

JEPQ

JPMorgan Equity Premium Income ETF · $46.0BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+12.4%3 years · per year$14,201 · $17,450+20.4%

+7.4%5 years · per year$14,322 · […][…]

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

7.96%12-mo yield$796 · $1,228 on $10k12.28%

−6.7%Worst dropSmaller wins−8.8%

7.9%VolatilityLower wins15.5%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · JEPQ

1.9%AAPL6.9%

1.9%MSFT5.5%

1.8%AMZN3.9%

1.7%NVDA6.9%

Held in common26.6%

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	AJEPI	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	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	AJEPI	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	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

JEPI vs JEPQ

JEPI

JPMorgan Equity Premium Income

$14,322

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureJEPIJEPQ

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield7.96%12.28%

5 years, per year+7.4%[…]

3 years, per year+12.4%+20.4%

Worst drop · 1Y−6.7%−8.8%

Volatility · 1Y7.9%15.5%

2–2measures won
level

26.6%

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: JEPI, JEPQ

Today

26.6%most shared, JEPI and JEPQ

JEPIJEPQ

JEPI—26.6%

JEPQ26.6%—

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

KeptFee

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