JEPQ vs PAPI

AJEPQ

BPAPI

Measures won2–3PAPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.29%PAPI · $29 on $10k

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

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common6.3%JEPQ and PAPI

JEPQ

PAPI

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BParametric Equity Premium Income ETF · $561M

+17.4%3 years · per year$16,202 · $14,556+13.3%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $29 on $10k · lower wins0.29%

12.79%12-mo yield$1,279 · $731 on $10k7.31%

−11.5%Worst dropSmaller wins−6.9%

16.7%VolatilityLower wins10.4%

2–3PAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPQ · PAPI

0.8%PEP0.5%

1.4%COST0.5%

6.1%MSFT0.5%

0.5%INTU0.5%

Held in common6.3%

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 Four

5Y4 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
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	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$561M
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

All Four

5Y4 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
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	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$561M
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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 PAPI

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

PAPI

Parametric Equity Premium Income

[…]

MeasureJEPQPAPI

Fee0.35%0.29%

Cost on $10k a year$35$29

Yield12.79%7.31%

5 years, per year[…][…]

3 years, per year+17.4%+13.3%

Worst drop · 1Y−11.5%−6.9%

Volatility · 1Y16.7%10.4%

3–2measures won
PAPI first

6.3%

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

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, PAPI, JEPI, CGDV

Today

28.8%most shared, JEPQ and CGDV

JEPQPAPIJEPICGDV

JEPQ—6.3%26.8%28.8%

PAPI6.3%—13.5%9.1%

JEPI26.8%13.5%—27.1%

CGDV28.8%9.1%27.1%—

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

JEPI$809 − $35 = $774

PAPI$731 − $29 = $702

CGDV$127 − $33 = $94

KeptFee

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