JEPQ vs CGUI

AJEPQ

BCGUI

Measures won1–3CGUI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.18%CGUI · $18 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−0.2%CGUI · worst fall in 1Y

Held in common[…]JEPQ and CGUI

JEPQ

CGUI

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BCapital Group Ultra Short Income ETF · $388M

+17.4%3 years · per year$16,202 · […][…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $18 on $10k · lower wins0.18%

12.79%12-mo yield$1,279 · $382 on $10k3.82%

−11.5%Worst dropSmaller wins−0.2%

16.7%VolatilityLower wins0.9%

1–3CGUI wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsJEPQ · CGUI

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

Held in common[…]

End-of-day Nov 6, 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	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B
2	BCGUI	Capital Group Ultra Short Income ETFRead Desk		0.18%	3.82%	−0.1%	+2.9%	+3.8%	new	new	−0.2%	$388M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B
2	BCGUI	Capital Group Ultra Short Income ETFRead Desk		0.18%	3.82%	−0.1%	+2.9%	+3.8%	new	new	−0.2%	$388M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPQ vs CGUI

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

CGUI

Capital Group Ultra Short Income

[…]

MeasureJEPQCGUI

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield12.79%3.82%

5 years, per year[…][…]

3 years, per year+17.4%[…]

Worst drop · 1Y−11.5%−0.2%

Volatility · 1Y16.7%0.9%

3–1measures won
CGUI first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JEPQ, CGUI

Today

[…]holdings […]

JEPQCGUI

JEPQ—[…]

CGUI[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

CGUI$382 − $18 = $364

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee