JEPQ vs CLIP

AJEPQ

BCLIP

Measures won2–3CLIP wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−0.0%CLIP · worst fall in 1Y

Held in common[…]JEPQ and CLIP

JEPQ

CLIP

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BGlobal X - 1-3 Month T-Bill ETF · $2.3B

+17.4%3 years · per year$16,202 · $11,421+4.5%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $7 on $10k · lower wins0.07%

12.79%12-mo yield$1,279 · $372 on $10k3.72%

−11.5%Worst dropSmaller wins−0.0%

16.7%VolatilityLower wins0.2%

2–3CLIP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · CLIP

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B
3	BCLIP	Global X - 1-3 Month T-Bill ETFRead Desk	0.07%	3.72%	0.0%	+3.2%	+3.8%	+4.5%	new	−0.0%	$2.3B

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B
3	BCLIP	Global X - 1-3 Month T-Bill ETFRead Desk	0.07%	3.72%	0.0%	+3.2%	+3.8%	+4.5%	new	−0.0%	$2.3B

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 CLIP

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

CLIP

Global X - 1-3 Month T-Bill

[…]

MeasureJEPQCLIP

Fee0.35%0.07%

Cost on $10k a year$35$7

Yield12.79%3.72%

5 years, per year[…][…]

3 years, per year+17.4%+4.5%

Worst drop · 1Y−11.5%−0.0%

Volatility · 1Y16.7%0.2%

3–2measures won
CLIP first

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

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

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%

$42.6BAssets$46.8B

1–1level

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JEPQ, CLIP, SCHD

Today

3.8%most shared, JEPQ and SCHD

JEPQCLIPSCHD

JEPQ—[…]3.8%

CLIP[…]—[…]

SCHD3.8%[…]—

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

CLIP$372 − $7 = $365

SCHD$300 − $6 = $294

KeptFee

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