JEPQ vs MDEV

AJEPQ

BMDEV

Measures won5–0JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · MDEV $8,839

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.2%JEPQ and MDEV

JEPQ

MDEV

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BFirst Trust Indxx Medical Devices ETF · $4M

+17.4%3 years · per year$16,202 · $12,957+9.0%

[…]5 years · per year[…] · $8,839−2.4%

0.35%Expense ratio$35 · $70 on $10k · lower wins0.70%

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

−11.5%Worst dropSmaller wins−18.2%

16.7%VolatilityLower wins17.4%

5–0JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · MDEV

0.8%ISRG2.1%

0.2%TMO1.9%

0.2%DXCM1.9%

Held in common1.2%

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	BMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.10%	−1.6%	+7.9%	+11.0%	+9.0%	−2.4%	−18.2%	$4M
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	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	BMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.10%	−1.6%	+7.9%	+11.0%	+9.0%	−2.4%	−18.2%	$4M
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 MDEV

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MDEV

First Trust Indxx Medical Devices

$8,839

MeasureJEPQMDEV

Fee0.35%0.70%

Cost on $10k a year$35$70

Yield12.79%0.10%

5 years, per year[…]−2.4%

3 years, per year+17.4%+9.0%

Worst drop · 1Y−11.5%−18.2%

Volatility · 1Y16.7%17.4%

5–0measures won
JEPQ first

1.2%

holdings shared

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, MDEV, SCHD

Today

3.8%most shared, JEPQ and SCHD

JEPQMDEVSCHD

JEPQ—1.2%3.8%

MDEV1.2%—2.1%

SCHD3.8%2.1%—

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

SCHD$300 − $6 = $294

MDEV$10 − $70 = −$60

KeptFee

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