JEPQ vs PREF

AJEPQ

BPREF

Measures won3–2JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · PREF $11,389

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−2.9%PREF · worst fall in 1Y

Held in common0.0%JEPQ and PREF

JEPQ

PREF

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BPrincipal Spectrum Preferred Securities Active ETF · $1.9B

+17.4%3 years · per year$16,202 · $13,030+9.2%

[…]5 years · per year[…] · $11,389+2.6%

0.35%Expense ratio$35 · $55 on $10k · lower wins0.55%

12.79%12-mo yield$1,279 · $503 on $10k5.03%

−11.5%Worst dropSmaller wins−2.9%

16.7%VolatilityLower wins3.3%

3–2JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · PREF

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	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	BPREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.03%	+0.3%	+0.7%	+1.8%	+9.2%	+2.6%	−2.9%	$1.9B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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	BPREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.03%	+0.3%	+0.7%	+1.8%	+9.2%	+2.6%	−2.9%	$1.9B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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 PREF

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

PREF

Principal Spectrum Preferred Securities Active

$11,389

MeasureJEPQPREF

Fee0.35%0.55%

Cost on $10k a year$35$55

Yield12.79%5.03%

5 years, per year[…]+2.6%

3 years, per year+17.4%+9.2%

Worst drop · 1Y−11.5%−2.9%

Volatility · 1Y16.7%3.3%

3–2measures won
JEPQ first

0.0%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JEPQ, PREF, SCHD

Today

3.8%most shared, JEPQ and SCHD

JEPQPREFSCHD

JEPQ—0.0%3.8%

PREF0.0%—0.0%

SCHD3.8%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

PREF$503 − $55 = $448

SCHD$300 − $6 = $294

KeptFee

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