JEPQ vs BSJS

AJEPQ

BBSJS

Measures won3–2JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−1.6%BSJS · worst fall in 1Y

Held in common0.0%JEPQ and BSJS

JEPQ

BSJS

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BInvesco BulletShares 2028 High Yield Corporate Bond ETF · $783M

+18.2%3 years · per year$16,495 · $12,730+8.4%

[…]5 years · per year[…] · $11,785+3.3%

0.35%Expense ratio$35 · $42 on $10k · lower wins0.42%

12.39%12-mo yield$1,239 · $607 on $10k6.07%

−11.5%Worst dropSmaller wins−1.6%

16.9%VolatilityLower wins2.6%

3–2JEPQ wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPQ · BSJS

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BBSJS	Invesco BulletShares 2028 High Yield Corporate Bond ETFRead Desk	0.42%	6.07%	+0.1%	+3.1%	+4.6%	+8.4%	+3.3%	−1.6%	$783M
4	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BBSJS	Invesco BulletShares 2028 High Yield Corporate Bond ETFRead Desk	0.42%	6.07%	+0.1%	+3.1%	+4.6%	+8.4%	+3.3%	−1.6%	$783M
4	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPQ vs BSJS

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

BSJS

Invesco BulletShares 2028 High Yield Corporate Bond

$11,785

MeasureJEPQBSJS

Fee0.35%0.42%

Cost on $10k a year$35$42

Yield12.39%6.07%

5 years, per year[…]+3.3%

3 years, per year+18.2%+8.4%

Worst drop · 1Y−11.5%−1.6%

Volatility · 1Y16.9%2.6%

3–2measures won
JEPQ first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: JEPQ, BSJS, SCHD, VIG

Today

26.2%most shared, JEPQ and VIG

JEPQBSJSSCHDVIG

JEPQ—0.0%3.8%26.2%

BSJS0.0%—0.0%0.0%

SCHD3.8%0.0%—14.5%

VIG26.2%0.0%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

BSJS$607 − $42 = $565

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee