NUMV vs JEPQ

ANUMV

BJEPQ

Measures won4–1NUMV wins · of 6 · 5Y

$10,000 · 5Y$13,996NUMV

Lowest cost0.31%NUMV · $31 on $10k

Most income12.20%JEPQ · $1,220 on $10k

Smallest drop−8.7%NUMV · worst fall in 1Y

Held in common0.0%NUMV and JEPQ

NUMV

JEPQ

Nuveen ESG Mid-Cap Value · $434MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+20.1%3 years · per year$17,327 · $16,525+18.2%

+7.0%5 years · per year$13,996 · […][…]

0.31%Expense ratio$31 · $35 on $10k · lower wins0.35%

1.31%12-mo yield$131 · $1,220 on $10k12.20%

−8.7%

End-of-day Nov 11, 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	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk		0.31%	1.31%	+0.5%	+17.5%	+20.1%	+20.1%	+7.0%	−8.7%	$434M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk		0.31%	1.31%	+0.5%	+17.5%	+20.1%	+20.1%	+7.0%	−8.7%	$434M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NUMV vs JEPQ

NUMV

Nuveen ESG Mid-Cap Value

$13,996

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureNUMVJEPQ

Fee0.31%0.35%

Cost on $10k a year$31$35

Yield1.31%12.20%

5 years, per year+7.0%[…]

3 years, per year+20.1%+18.2%

Worst drop · 1Y−8.7%−11.5%

Volatility · 1Y12.9%

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NUMV vs JEPQ

Both

Both

$10,000 in NUMV, JEPQ

Overlap: NUMV, JEPQ

NUMV vs JEPQ

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Overlap: NUMV, JEPQ

Income After Fees on $10,000