MFSV vs JEPQ5YMFSVMFSVAvsBJEPQJEPQMFS Active Value ETF · $694MJPMorgan Nasdaq Equity Premium Income ETF · $41.8BReturns · dividends in[…]3 years · per year[…] · $16,525+18.2%[…]5 years · per year[…]Cost and income0.44%Expense ratio$44 · $35 on $10k · lower wins0.35%1.31%12-mo yield$131 · $1,220 on $10k12.20%Risk · 1 year
$10,000 in MFSV, JEPQ, SCHD5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: MFSV, JEPQ, SCHDToday18.3%most shared, MFSV and JEPQMFSVJEPQSCHDMFSV—18.3%10.5%JEPQ18.3%—3.8%SCHD10.5%3.8%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
MFSV vs JEPQ5YAMFSVMFS Active Value[…]vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureMFSVJEPQFee0.44%0.35%Cost on $10k a year$44$35Yield1.31%12.20%5 years, per year[…][…]3 years, per year[…]+18.2%Worst drop · 1Y−6.4%−11.5%Volatility · 1Y10.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2AMFSVMFS Active Value ETFReadDesk0.44%1.31%+0.2%+15.3%+19.0%newnew−6.4%$694M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.20%+2.0%+8.1%+9.0%+18.2%new−11.5%$41.8BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2AMFSVMFS Active Value ETFReadDesk0.44%1.31%+0.2%+15.3%+19.0%newnew−6.4%$694M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.20%+2.0%+8.1%+9.0%+18.2%new−11.5%$41.8BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 12+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 12+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: MFSV, JEPQ, SCHDToday18.3%most shared, MFSV and JEPQMFSVJEPQSCHDMFSV—18.3%10.5%JEPQ18.3%—3.8%SCHD10.5%3.8%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,185most kept, JEPQJEPQ$1,220 − $35 = $1,185SCHD$293 − $6 = $287MFSV$131 − $44 = $87KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee