JEPQ vs JSML

AJEPQ

BJSML

Measures won3–2JEPQ wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · JSML $13,078

Lowest cost0.03%VTV · $3 on $10k

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

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%JEPQ and JSML

JEPQ

JSML

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BJanus Henderson Small Cap Growth Alpha ETF · $361M

+17.4%3 years · per year$16,202 · $18,027+21.7%

[…]5 years · per year[…] · $13,078+5.5%

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

12.79%12-mo yield$1,279 · $32 on $10k0.32%

−11.5%Worst dropSmaller wins−14.8%

16.7%VolatilityLower wins22.5%

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 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.32%	−4.6%	+15.1%	+15.9%	+21.7%	+5.5%	−14.8%	$361M
3	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

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.32%	−4.6%	+15.1%	+15.9%	+21.7%	+5.5%	−14.8%	$361M
3	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

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 JSML

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

JSML

Janus Henderson Small Cap Growth Alpha

$13,078

MeasureJEPQJSML

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield12.79%0.32%

5 years, per year[…]+5.5%

3 years, per year+17.4%+21.7%

Worst drop · 1Y−11.5%−14.8%

Volatility · 1Y16.7%22.5%

3–2measures won
JEPQ first

0.0%

holdings shared

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

Overlap: JEPQ, JSML, VTV

Today

16.9%most shared, JEPQ and VTV

JEPQJSMLVTV

JEPQ—0.0%16.9%

JSML0.0%—0.0%

VTV16.9%0.0%—

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

VTV$187 − $3 = $184

JSML$32 − $30 = $2

KeptFee

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