JEPQ vs JSML

AJEPQ

BJSML

Measures won3–2JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · JSML $13,517

Lowest cost0.04%VIG · $4 on $10k

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

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.0%JEPQ and JSML

JEPQ

JSML

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BJanus Henderson Small Cap Growth Alpha ETF · $366M

+18.2%3 years · per year$16,495 · $18,608+23.0%

[…]5 years · per year[…] · $13,517+6.2%

0.35%Expense ratio$35 · $30 on $10k · lower wins0.30%

12.39%12-mo yield$1,239 · $30 on $10k0.30%

−11.5%Worst dropSmaller wins−14.8%

16.9%VolatilityLower wins22.4%

3–2JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · JSML

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 Three

5Y3 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	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.30%	+3.5%	+20.7%	+21.9%	+23.0%	+6.2%	−14.8%	$366M
3	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 Three

5Y3 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	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.30%	+3.5%	+20.7%	+21.9%	+23.0%	+6.2%	−14.8%	$366M
3	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 JSML

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

JSML

Janus Henderson Small Cap Growth Alpha

$13,517

MeasureJEPQJSML

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield12.39%0.30%

5 years, per year[…]+6.2%

3 years, per year+18.2%+23.0%

Worst drop · 1Y−11.5%−14.8%

Volatility · 1Y16.9%22.4%

3–2measures won
JEPQ first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: JEPQ, JSML, VIG

Today

26.2%most shared, JEPQ and VIG

JEPQJSMLVIG

JEPQ—0.0%26.2%

JSML0.0%—0.0%

VIG26.2%0.0%—

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

VIG$146 − $4 = $142

JSML$30 − $30 = $0

KeptFee

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