JMUB vs JEPQ

AJMUB

BJEPQ

Measures won3–2JMUB wins · of 6 · 5Y

$10,000 · 5Y$10,572JMUB

Lowest cost0.18%JMUB · $18 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−5.9%JMUB · worst fall in 1Y

Held in common[…]JMUB and JEPQ

JMUB

JEPQ

JPMorgan Municipal ETF · $9.0BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+4.7%3 years · per year$11,487 · $17,406+20.3%

+1.1%5 years · per year$10,572 · […][…]

0.18%Expense ratio$18 · $35 on $10k · lower wins0.35%

3.81%12-mo yield$381 · $1,217 on $10k12.17%

−5.9%Worst dropSmaller wins−8.8%

3.4%VolatilityLower wins15.5%

3–2JMUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsJMUB · JEPQ

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	AJMUB	JPMorgan Municipal ETFRead Desk		0.18%	3.81%	+0.4%	+0.3%	+0.8%	+4.7%	+1.1%	−5.9%	$9.0B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

Both

5Y2 funds

#			Trend
1	AJMUB	JPMorgan Municipal ETFRead Desk		0.18%	3.81%	+0.4%	+0.3%	+0.8%	+4.7%	+1.1%	−5.9%	$9.0B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

JMUB vs JEPQ

JMUB

JPMorgan Municipal

$10,572

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureJMUBJEPQ

Fee0.18%0.35%

Cost on $10k a year$18$35

Yield3.81%12.17%

5 years, per year+1.1%[…]

3 years, per year+4.7%+20.3%

Worst drop · 1Y−5.9%−8.8%

Volatility · 1Y3.4%15.5%

3–2measures won
JMUB first

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

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

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

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: JMUB, JEPQ

Today

[…]holdings […]

JMUBJEPQ

JMUB—[…]

JEPQ[…]—

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

JMUB$381 − $18 = $363

KeptFee

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