MFSV vs JEPQ

AMFSV

BJEPQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−6.4%MFSV · worst fall in 1Y

Held in common18.2%MFSV and JEPQ

MFSV

JEPQ

MFS Active Value ETF · $692MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

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

[…]5 years · per year[…]

0.44%Expense ratio$44 · $35 on $10k · lower wins0.35%

1.33%12-mo yield$133 · $1,217 on $10k12.17%

−6.4%Worst dropSmaller wins−8.8%

10.7%VolatilityLower wins15.5%

2–2Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsMFSV · JEPQ

5.7%MSFT6.0%

5.4%AMZN4.2%

3.1%AAPL7.1%

1.6%ADI1.2%

Held in common18.2%

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	AMFSV	MFS Active Value ETFRead Desk		0.44%	1.33%	−2.5%	+13.6%	+18.1%	new	new	−6.4%	$692M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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	AMFSV	MFS Active Value ETFRead Desk		0.44%	1.33%	−2.5%	+13.6%	+18.1%	new	new	−6.4%	$692M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

MFSV vs JEPQ

MFSV

MFS Active Value

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureMFSVJEPQ

Fee0.44%0.35%

Cost on $10k a year$44$35

Yield1.33%12.17%

5 years, per year[…][…]

3 years, per year[…]+20.3%

Worst drop · 1Y−6.4%−8.8%

Volatility · 1Y10.7%15.5%

2–2measures won
level

18.2%

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%

$42.1BAssets$46.1B

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%

$123BAssets$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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MFSV, JEPQ

Today

18.2%most shared, MFSV and JEPQ

MFSVJEPQ

MFSV—18.2%

JEPQ18.2%—

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

MFSV$133 − $44 = $89

KeptFee

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