JEPQ vs SPY

AJEPQ

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

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

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common49.5%JEPQ and SPY

JEPQ

SPY

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BState Street SPDR S&P 500 ETF · $778B

+17.4%3 years · per year$16,202 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

12.79%12-mo yield$1,279 · $103 on $10k1.03%

−11.5%Worst dropSmaller wins−8.9%

16.7%VolatilityLower wins13.6%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPQ · SPY

7.4%AAPL7.9%

6.6%NVDA6.9%

6.1%MSFT6.3%

4.4%AMZN4.0%

Held in common49.5%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	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 SPY

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SPY

SPDR S&P 500

$17,118

MeasureJEPQSPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield12.79%1.03%

5 years, per year[…]+11.3%

3 years, per year+17.4%+21.7%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y16.7%13.6%

4–1measures won
SPY first

49.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: JEPQ, SPY

Today

49.5%most shared, JEPQ and SPY

JEPQSPY

JEPQ—49.5%

SPY49.5%—

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

SPY$103 − $9 = $94

KeptFee

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