JSML vs JEPQ

AJSML

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%JSML and JEPQ

JSML

JEPQ

Janus Henderson Small Cap Growth Alpha ETF · $366MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+23.0%3 years · per year$18,608 · $16,495+18.2%

+6.2%5 years · per year$13,517 · […][…]

0.30%Expense ratio$30 · $35 on $10k · lower wins0.35%

0.30%12-mo yield$30 · $1,239 on $10k12.39%

−14.8%Worst dropSmaller wins−11.5%

22.4%VolatilityLower wins16.9%

2–3JEPQ wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJSML · JEPQ

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

Held in common0.0%

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 Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	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
3	AJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.30%	+3.5%	+20.7%	+21.9%	+23.0%	+6.2%	−14.8%	$366M
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	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
3	AJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.30%	+3.5%	+20.7%	+21.9%	+23.0%	+6.2%	−14.8%	$366M
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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

JSML vs JEPQ

JSML

Janus Henderson Small Cap Growth Alpha

$13,517

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureJSMLJEPQ

Fee0.30%0.35%

Cost on $10k a year$30$35

Yield0.30%12.39%

5 years, per year+6.2%[…]

3 years, per year+23.0%+18.2%

Worst drop · 1Y−14.8%−11.5%

Volatility · 1Y22.4%16.9%

3–2measures won
JEPQ first

0.0%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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: JSML, JEPQ, VIG, SCHD

Today

26.2%most shared, JEPQ and VIG

JSMLJEPQVIGSCHD

JSML—0.0%0.0%0.2%

JEPQ0.0%—26.2%3.8%

VIG0.0%26.2%—14.5%

SCHD0.2%3.8%14.5%—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

JSML$30 − $30 = $0

KeptFee

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