LRGF vs JEPQ

ALRGF

BJEPQ

Measures won4–1LRGF wins · of 6 · 5Y

$10,000 · 5Y$17,963LRGF

Lowest cost0.08%LRGF · $8 on $10k

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

Smallest drop−8.7%LRGF · worst fall in 1Y

Held in common44.7%LRGF and JEPQ

LRGF

JEPQ

iShares U.S. Equity Factor ETF · $3.5BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+22.4%3 years · per year$18,356 · $17,406+20.3%

+12.4%5 years · per year$17,963 · […][…]

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

1.11%12-mo yield$111 · $1,217 on $10k12.17%

−8.7%Worst dropSmaller wins−8.8%

13.6%VolatilityLower wins15.5%

4–1LRGF wins

$10,000 · 5 yearsOne scale

Shared top holdingsLRGF · JEPQ

7.2%AAPL7.1%

6.8%NVDA6.8%

5.7%MSFT6.0%

3.3%AMZN4.2%

Held in common44.7%

End-of-day Nov 5, 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	ALRGF	iShares U.S. Equity Factor ETFRead Desk		0.08%	1.11%	−4.3%	+8.4%	+8.9%	+22.4%	+12.4%	−8.7%	$3.5B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Both

5Y2 funds

#			Trend
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk		0.08%	1.11%	−4.3%	+8.4%	+8.9%	+22.4%	+12.4%	−8.7%	$3.5B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Cards for this view

LRGF vs JEPQ

LRGF

iShares U.S. Equity Factor

$17,963

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureLRGFJEPQ

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield1.11%12.17%

5 years, per year+12.4%[…]

3 years, per year+22.4%+20.3%

Worst drop · 1Y−8.7%−8.8%

Volatility · 1Y13.6%15.5%

4–1measures won
LRGF first

44.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: LRGF, JEPQ

Today

44.7%most shared, LRGF and JEPQ

LRGFJEPQ

LRGF—44.7%

JEPQ44.7%—

End-of-day Nov 5, 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

LRGF$111 − $8 = $103

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee