MFSB vs JEPQ

AMFSB

BJEPQ

Measures won3–1MFSB wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.34%MFSB · $34 on $10k

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

Smallest drop−4.1%MFSB · worst fall in 1Y

Held in common0.0%MFSB and JEPQ

MFSB

JEPQ

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF · $858MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

[…]3 years · per year[…] · $17,406+20.3%

[…]5 years · per year[…]

0.34%Expense ratio$34 · $35 on $10k · lower wins0.35%

4.71%12-mo yield$471 · $1,217 on $10k12.17%

−4.1%Worst dropSmaller wins−8.8%

3.9%VolatilityLower wins15.5%

3–1MFSB wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsMFSB · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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							5Y/yr
1	AMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk		0.34%	4.71%	+0.2%	+0.4%	+1.1%	new	new	−4.1%	$858M
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							5Y/yr
1	AMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk		0.34%	4.71%	+0.2%	+0.4%	+1.1%	new	new	−4.1%	$858M
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

MFSB vs JEPQ

MFSB

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureMFSBJEPQ

Fee0.34%0.35%

Cost on $10k a year$34$35

Yield4.71%12.17%

5 years, per year[…][…]

3 years, per year[…]+20.3%

Worst drop · 1Y−4.1%−8.8%

Volatility · 1Y3.9%15.5%

3–1measures won
MFSB first

0.0%

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: MFSB, JEPQ

Today

0.0%most shared, MFSB and JEPQ

MFSBJEPQ

MFSB—0.0%

JEPQ0.0%—

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

MFSB$471 − $34 = $437

KeptFee

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