JEPQ vs NETL

AJEPQ

BNETL

Measures won4–1JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · NETL $9,951

Lowest cost0.06%SCHD · $6 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common0.0%JEPQ and NETL

JEPQ

NETL

JPMorgan Nasdaq Equity Premium Income ETF · $41.8BColterpoint Net Lease Real Estate ETF · $47M

+20.3%3 years · per year$17,406 · $13,839+11.4%

[…]5 years · per year[…] · $9,951−0.1%

0.35%Expense ratio$35 · $60 on $10k · lower wins0.60%

12.17%12-mo yield$1,217 · $513 on $10k5.13%

−8.8%Worst dropSmaller wins−16.7%

15.5%VolatilityLower wins14.9%

4–1JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · NETL

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

Held in common0.0%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.13%	+1.6%	+7.8%	+7.5%	+11.4%	−0.1%	−16.7%	$47M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$41.8B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.13%	+1.6%	+7.8%	+7.5%	+11.4%	−0.1%	−16.7%	$47M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$41.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPQ vs NETL

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

NETL

Colterpoint Net Lease Real Estate

$9,951

MeasureJEPQNETL

Fee0.35%0.60%

Cost on $10k a year$35$60

Yield12.17%5.13%

5 years, per year[…]−0.1%

3 years, per year+20.3%+11.4%

Worst drop · 1Y−8.8%−16.7%

Volatility · 1Y15.5%14.9%

4–1measures won
JEPQ first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: JEPQ, NETL, SCHD

Today

3.7%most shared, JEPQ and SCHD

JEPQNETLSCHD

JEPQ—0.0%3.7%

NETL0.0%—0.0%

SCHD3.7%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

NETL$513 − $60 = $453

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee