JEPQ vs BSCS

AJEPQ

BBSCS

Measures won2–3BSCS wins · of 6 · 5Y

$10,000 · 5Y$10,773BSCS

Lowest cost0.10%BSCS · $10 on $10k

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

Smallest drop−1.1%BSCS · worst fall in 1Y

Held in common0.0%JEPQ and BSCS

JEPQ

BSCS

JPMorgan Nasdaq Equity Premium Income ETF · $41.8BInvesco BulletShares 2028 Corporate Bond ETF · $3.5B

+20.3%3 years · per year$17,406 · $12,050+6.4%

[…]5 years · per year[…] · $10,773+1.5%

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

12.17%12-mo yield$1,217 · $444 on $10k4.44%

−8.8%Worst dropSmaller wins−1.1%

15.5%VolatilityLower wins1.4%

2–3BSCS wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPQ · BSCS

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

Held in common0.0%

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
1	BBSCS	Invesco BulletShares 2028 Corporate Bond ETFRead Desk		0.10%	4.44%	+0.1%	+1.8%	+2.8%	+6.4%	+1.5%	−1.1%	$3.5B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$41.8B

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
1	BBSCS	Invesco BulletShares 2028 Corporate Bond ETFRead Desk		0.10%	4.44%	+0.1%	+1.8%	+2.8%	+6.4%	+1.5%	−1.1%	$3.5B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$41.8B

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

JEPQ vs BSCS

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

BSCS

Invesco BulletShares 2028 Corporate Bond

$10,773

MeasureJEPQBSCS

Fee0.35%0.10%

Cost on $10k a year$35$10

Yield12.17%4.44%

5 years, per year[…]+1.5%

3 years, per year+20.3%+6.4%

Worst drop · 1Y−8.8%−1.1%

Volatility · 1Y15.5%1.4%

3–2measures won
BSCS first

0.0%

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%

$41.8BAssets$46.0B

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%

$121BAssets$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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: JEPQ, BSCS

Today

0.0%most shared, JEPQ and BSCS

JEPQBSCS

JEPQ—0.0%

BSCS0.0%—

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

BSCS$444 − $10 = $434

KeptFee

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