JEPQ vs SECT

AJEPQ

BSECT

Measures won5–0JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · SECT $16,179

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 SECT

JEPQ

SECT

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BMain Sector Rotation ETF · $2.9B

+20.3%3 years · per year$17,406 · $16,790+18.9%

[…]5 years · per year[…] · $16,179+10.1%

0.35%Expense ratio$35 · $69 on $10k · lower wins0.69%

12.17%12-mo yield$1,217 · $73 on $10k0.73%

−8.8%Worst dropSmaller wins−10.7%

15.5%VolatilityLower wins15.8%

5–0JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · SECT

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

Held in common0.0%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	−5.1%	+5.4%	+7.3%	+18.9%	+10.1%	−10.7%	$2.9B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	−5.1%	+5.4%	+7.3%	+18.9%	+10.1%	−10.7%	$2.9B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Cards for this view

JEPQ vs SECT

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SECT

Main Sector Rotation

$16,179

MeasureJEPQSECT

Fee0.35%0.69%

Cost on $10k a year$35$69

Yield12.17%0.73%

5 years, per year[…]+10.1%

3 years, per year+20.3%+18.9%

Worst drop · 1Y−8.8%−10.7%

Volatility · 1Y15.5%15.8%

5–0measures won
JEPQ first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JEPQ, SECT, SCHD

Today

3.8%most shared, JEPQ and SCHD

JEPQSECTSCHD

JEPQ—0.0%3.8%

SECT0.0%—0.0%

SCHD3.8%0.0%—

End-of-day Nov 5, 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

SCHD$298 − $6 = $292

SECT$73 − $69 = $4

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee