JEPQ vs USOY

AJEPQ

BUSOY

Measures won3–1JEPQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

Most income55.19%USOY · $5,519 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common[…]JEPQ and USOY

JEPQ

USOY

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BOil Enhanced Options Income ETF · $75M

+18.2%3 years · per year$16,495 · […][…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $112 on $10k · lower wins1.12%

12.39%12-mo yield$1,239 · $5,519 on $10k55.19%

−11.5%Worst dropSmaller wins−25.5%

16.9%VolatilityLower wins39.1%

3–1JEPQ wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsJEPQ · USOY

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

Held in common[…]

End-of-day Nov 9, 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							5Y/yr
1	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
2	BUSOY	Oil Enhanced Options Income ETFRead Desk		1.12%	55.19%	−3.0%	+56.2%	+56.2%	new	new	−25.5%	$75M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
2	BUSOY	Oil Enhanced Options Income ETFRead Desk		1.12%	55.19%	−3.0%	+56.2%	+56.2%	new	new	−25.5%	$75M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPQ vs USOY

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

USOY

Oil Enhanced Options Income

[…]

MeasureJEPQUSOY

Fee0.35%1.12%

Cost on $10k a year$35$112

Yield12.39%55.19%

5 years, per year[…][…]

3 years, per year+18.2%[…]

Worst drop · 1Y−11.5%−25.5%

Volatility · 1Y16.9%39.1%

3–1measures won
JEPQ first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: JEPQ, USOY

Today

[…]holdings […]

JEPQUSOY

JEPQ—[…]

USOY[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$5,407most kept, USOY

USOY$5,519 − $112 = $5,407

JEPQ$1,239 − $35 = $1,204

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee