LCAP vs JEPQ

ALCAP

BJEPQ

Measures won3–1LCAP wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.29%LCAP · $29 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−9.3%LCAP · worst fall in 1Y

Held in common39.4%LCAP and JEPQ

LCAP

JEPQ

Principal Capital Appreciation Select ETF · $1.8BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

[…]3 years · per year[…] · $16,202+17.4%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $35 on $10k · lower wins0.35%

0.10%12-mo yield$10 · $1,279 on $10k12.79%

−9.3%Worst dropSmaller wins−11.5%

14.1%VolatilityLower wins16.7%

3–1LCAP wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsLCAP · JEPQ

7.4%AAPL7.4%

6.5%NVDA6.6%

6.3%MSFT6.1%

4.1%AMZN4.4%

Held in common39.4%

End-of-day Nov 6, 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							5Y/yr
1	ALCAP	Principal Capital Appreciation Select ETFRead Desk		0.29%	0.10%	+0.2%	+9.7%	+9.2%	new	new	−9.3%	$1.8B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ALCAP	Principal Capital Appreciation Select ETFRead Desk		0.29%	0.10%	+0.2%	+9.7%	+9.2%	new	new	−9.3%	$1.8B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LCAP vs JEPQ

LCAP

Principal Capital Appreciation Select

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureLCAPJEPQ

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield0.10%12.79%

5 years, per year[…][…]

3 years, per year[…]+17.4%

Worst drop · 1Y−9.3%−11.5%

Volatility · 1Y14.1%16.7%

3–1measures won
LCAP first

39.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: LCAP, JEPQ

Today

39.4%most shared, LCAP and JEPQ

LCAPJEPQ

LCAP—39.4%

JEPQ39.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

LCAP$10 − $29 = −$19

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee