LST vs JEPQ

ALST

BJEPQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−10.8%LST · worst fall in 1Y

Held in common13.8%LST and JEPQ

LST

JEPQ

Leuthold Select Industries ETF · $217MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

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

[…]5 years · per year[…]

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

1.18%12-mo yield$118 · $1,279 on $10k12.79%

−10.8%Worst dropSmaller wins−11.5%

15.6%VolatilityLower wins16.7%

2–2Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsLST · JEPQ

2.2%MSFT6.1%

1.6%META2.8%

1.5%AMD2.9%

1.5%CSCO1.2%

Held in common13.8%

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	ALST	Leuthold Select Industries ETFRead Desk		0.65%	1.18%	−0.3%	+14.0%	+17.0%	new	new	−10.8%	$217M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	ALST	Leuthold Select Industries ETFRead Desk		0.65%	1.18%	−0.3%	+14.0%	+17.0%	new	new	−10.8%	$217M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

LST vs JEPQ

LST

Leuthold Select Industries

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureLSTJEPQ

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield1.18%12.79%

5 years, per year[…][…]

3 years, per year[…]+17.4%

Worst drop · 1Y−10.8%−11.5%

Volatility · 1Y15.6%16.7%

2–2measures won
level

13.8%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: LST, JEPQ

Today

13.8%most shared, LST and JEPQ

LSTJEPQ

LST—13.8%

JEPQ13.8%—

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

LST$118 − $65 = $53

KeptFee

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