JEPQ vs WCEO

AJEPQ

BWCEO

Measures won2–3WCEO wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

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 common1.3%JEPQ and WCEO

JEPQ

WCEO

JPMorgan Nasdaq Equity Premium Income ETF · $42.1BHypatia Women CEO ETF · $14M

+20.3%3 years · per year$17,406 · $17,452+20.4%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $85 on $10k · lower wins0.85%

12.17%12-mo yield$1,217 · $53 on $10k0.53%

−8.8%Worst dropSmaller wins−7.3%

15.5%VolatilityLower wins13.8%

2–3WCEO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPQ · WCEO

3.3%AMD0.9%

0.7%VRTX0.2%

0.1%ALNY0.2%

0.1%HUBS0.9%

Held in common1.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B
3	BWCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+1.7%	+20.9%	+24.1%	+20.4%	new	−7.3%	$14M
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B
3	BWCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+1.7%	+20.9%	+24.1%	+20.4%	new	−7.3%	$14M
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPQ vs WCEO

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

WCEO

Hypatia Women CEO

[…]

MeasureJEPQWCEO

Fee0.35%0.85%

Cost on $10k a year$35$85

Yield12.17%0.53%

5 years, per year[…][…]

3 years, per year+20.3%+20.4%

Worst drop · 1Y−8.8%−7.3%

Volatility · 1Y15.5%13.8%

3–2measures won
WCEO first

1.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: JEPQ, WCEO, CGDV, SCHD

Today

28.9%most shared, JEPQ and CGDV

JEPQWCEOCGDVSCHD

JEPQ—1.3%28.9%3.7%

WCEO1.3%—0.7%2.7%

CGDV28.9%0.7%—5.7%

SCHD3.7%2.7%5.7%—

End-of-day Nov 4, 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$291 − $6 = $285

CGDV$122 − $33 = $89

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee