LRGC vs JEPQ

ALRGC

BJEPQ

Measures won3–2LRGC wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−10.0%LRGC · worst fall in 1Y

Held in common40.5%LRGC and JEPQ

LRGC

JEPQ

AB US Large Cap Strategic Equities ETF · $1.3BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+20.6%3 years · per year$17,525 · $16,495+18.2%

[…]5 years · per year[…]

0.39%Expense ratio$39 · $35 on $10k · lower wins0.35%

0.53%12-mo yield$53 · $1,239 on $10k12.39%

−10.0%Worst dropSmaller wins−11.5%

13.2%VolatilityLower wins16.9%

3–2LRGC wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsLRGC · JEPQ

7.0%NVDA6.7%

6.1%AAPL7.3%

7.1%MSFT6.0%

5.3%GOOG4.4%

Held in common40.5%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ALRGC	AB US Large Cap Strategic Equities ETFRead Desk		0.39%	0.53%	+2.2%	+9.5%	+11.9%	+20.6%	new	−10.0%	$1.3B
2	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

Both

5Y2 funds

#			Trend							5Y/yr
1	ALRGC	AB US Large Cap Strategic Equities ETFRead Desk		0.39%	0.53%	+2.2%	+9.5%	+11.9%	+20.6%	new	−10.0%	$1.3B
2	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

LRGC vs JEPQ

LRGC

AB US Large Cap Strategic Equities

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureLRGCJEPQ

Fee0.39%0.35%

Cost on $10k a year$39$35

Yield0.53%12.39%

5 years, per year[…][…]

3 years, per year+20.6%+18.2%

Worst drop · 1Y−10.0%−11.5%

Volatility · 1Y13.2%16.9%

3–2measures won
LRGC first

40.5%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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: LRGC, JEPQ

Today

40.5%most shared, LRGC and JEPQ

LRGCJEPQ

LRGC—40.5%

JEPQ40.5%—

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

LRGC$53 − $39 = $14

KeptFee

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