MLRG vs JEPQ

AMLRG

BJEPQ

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$14,322JEPI

Lowest cost0.03%MLRG · $3 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common49.3%MLRG and JEPQ

MLRG

JEPQ

iShares MSCI USA ETF · $1.3BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

[…]3 years · per year[…] · $17,450+20.4%

[…]5 years · per year[…]

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

1.00%12-mo yield$100 · $1,228 on $10k12.28%

[…]Worst dropSmaller wins−8.8%

[…]VolatilityLower wins15.5%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMLRG · JEPQ

7.2%NVDA6.9%

7.8%AAPL6.9%

5.6%MSFT5.5%

3.6%AMZN3.9%

Held in common49.3%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AMLRG	iShares MSCI USA ETFRead Desk	0.03%	1.00%	+0.3%	new	new	new	new	[…]	$1.3B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AMLRG	iShares MSCI USA ETFRead Desk	0.03%	1.00%	+0.3%	new	new	new	new	[…]	$1.3B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MLRG vs JEPQ

MLRG

iShares MSCI USA

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureMLRGJEPQ

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.00%12.28%

5 years, per year[…][…]

3 years, per year[…]+20.4%

Worst drop · 1Y[…]−8.8%

Volatility · 1Y[…]15.5%

1–1measures won
level

49.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: MLRG, JEPQ, JEPI

Today

49.3%most shared, MLRG and JEPQ

MLRGJEPQJEPI

MLRG—49.3%38.7%

JEPQ49.3%—26.6%

JEPI38.7%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

MLRG$100 − $3 = $97

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee