JEPQ vs USOY

AJEPQ

BUSOY

Measures won3–1JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income54.24%USOY · $5,424 on $10k

Smallest drop−6.9%SCHD · 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 · $5,424 on $10k54.24%

−11.5%Worst dropSmaller wins−25.5%

16.9%VolatilityLower wins39.1%

3–1JEPQ wins

$10,000 · 5 yearsAll three, one scale

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	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
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	54.24%	−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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	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
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	54.24%	−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%54.24%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

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, SCHD

Today

3.8%most shared, JEPQ and SCHD

JEPQUSOYSCHD

JEPQ—[…]3.8%

USOY[…]—[…]

SCHD3.8%[…]—

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

Income After Fees on $10,000

$5,312most kept, USOY

USOY$5,424 − $112 = $5,312

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

KeptFee

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