MFUS vs JEPQ

AMFUS

BJEPQ

Measures won4–1MFUS wins · of 6 · 5Y

$10,000 · 5Y$17,262MFUS

Lowest cost0.29%MFUS · $29 on $10k

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

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

Held in common18.3%MFUS and JEPQ

MFUS

JEPQ

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $320MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+21.6%3 years · per year$17,982 · $16,202+17.4%

+11.5%5 years · per year$17,262 · […][…]

0.29%Expense ratio$29 · $35 on $10k · lower wins0.35%

1.46%12-mo yield$146 · $1,279 on $10k12.79%

−6.4%Worst dropSmaller wins−11.5%

11.9%VolatilityLower wins16.7%

4–1MFUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFUS · JEPQ

2.3%AAPL7.4%

1.6%WMT2.2%

1.1%CSCO1.2%

0.9%PEP0.8%

Held in common18.3%

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	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk		0.29%	1.46%	−0.1%	+14.0%	+16.5%	+21.6%	+11.5%	−6.4%	$320M
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
1	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk		0.29%	1.46%	−0.1%	+14.0%	+16.5%	+21.6%	+11.5%	−6.4%	$320M
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

MFUS vs JEPQ

MFUS

PIMCO RAFI Dynamic Multi-Factor U.S. Equity

$17,262

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureMFUSJEPQ

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield1.46%12.79%

5 years, per year+11.5%[…]

3 years, per year+21.6%+17.4%

Worst drop · 1Y−6.4%−11.5%

Volatility · 1Y11.9%16.7%

4–1measures won
MFUS first

18.3%

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: MFUS, JEPQ

Today

18.3%most shared, MFUS and JEPQ

MFUSJEPQ

MFUS—18.3%

JEPQ18.3%—

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

MFUS$146 − $29 = $117

KeptFee

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