LSAF vs JEPQ

ALSAF

BJEPQ

Measures won3–2LSAF wins · of 6 · 5Y

$10,000 · 5Y$17,319LSAF

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−6.6%LSAF · worst fall in 1Y

Held in common2.2%LSAF and JEPQ

LSAF

JEPQ

LeaderSharesTM AlphaFactor US Core Equity ETF · $132MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+23.3%3 years · per year$18,757 · $16,202+17.4%

+11.6%5 years · per year$17,319 · […][…]

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

0.55%12-mo yield$55 · $1,279 on $10k12.79%

−6.6%Worst dropSmaller wins−11.5%

14.5%VolatilityLower wins16.7%

3–2LSAF wins

$10,000 · 5 yearsOne scale

Shared top holdingsLSAF · JEPQ

0.9%BKNG0.7%

1.1%REGN0.6%

1.0%ORLY0.5%

1.1%CPAY0.2%

Held in common2.2%

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
1	ALSAF	LeaderSharesTM AlphaFactor US Core Equity ETFRead Desk		0.75%	0.55%	−1.1%	+25.8%	+29.5%	+23.3%	+11.6%	−6.6%	$132M
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
1	ALSAF	LeaderSharesTM AlphaFactor US Core Equity ETFRead Desk		0.75%	0.55%	−1.1%	+25.8%	+29.5%	+23.3%	+11.6%	−6.6%	$132M
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

LSAF vs JEPQ

LSAF

LeaderSharesTM AlphaFactor US Core Equity

$17,319

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureLSAFJEPQ

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.55%12.79%

5 years, per year+11.6%[…]

3 years, per year+23.3%+17.4%

Worst drop · 1Y−6.6%−11.5%

Volatility · 1Y14.5%16.7%

3–2measures won
LSAF first

2.2%

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: LSAF, JEPQ

Today

2.2%most shared, LSAF and JEPQ

LSAFJEPQ

LSAF—2.2%

JEPQ2.2%—

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

LSAF$55 − $75 = −$20

KeptFee

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