JNK vs JEPQ

AJNK

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$11,728JNK

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−3.0%JNK · worst fall in 1Y

Held in common0.0%JNK and JEPQ

JNK

JEPQ

State Street SPDR Bloomberg High Yield Bond ETF · $6.1BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+8.6%3 years · per year$12,792 · $17,450+20.4%

+3.2%5 years · per year$11,728 · […][…]

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

6.87%12-mo yield$687 · $1,228 on $10k12.28%

−3.0%Worst dropSmaller wins−8.8%

3.9%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsJNK · JEPQ

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

Held in common0.0%

End-of-day Nov 3, 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	AJNK	State Street SPDR Bloomberg High Yield Bond ETFRead Desk		0.40%	6.87%	+0.1%	+0.5%	+1.9%	+8.6%	+3.2%	−3.0%	$6.1B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Both

5Y2 funds

#			Trend
1	AJNK	State Street SPDR Bloomberg High Yield Bond ETFRead Desk		0.40%	6.87%	+0.1%	+0.5%	+1.9%	+8.6%	+3.2%	−3.0%	$6.1B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

JNK vs JEPQ

JNK

SPDR Bloomberg High Yield Bond

$11,728

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureJNKJEPQ

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield6.87%12.28%

5 years, per year+3.2%[…]

3 years, per year+8.6%+20.4%

Worst drop · 1Y−3.0%−8.8%

Volatility · 1Y3.9%15.5%

3–2measures won
JEPQ first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: JNK, JEPQ

Today

0.0%most shared, JNK and JEPQ

JNKJEPQ

JNK—0.0%

JEPQ0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JNK$687 − $40 = $647

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee