OCIO vs JEPQ

AOCIO

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$13,505OCIO

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.45%JEPQ · $1,245 on $10k

Smallest drop−7.0%OCIO · worst fall in 1Y

Held in common5.4%OCIO and JEPQ

OCIO

JEPQ

ClearShares OCIO ETF · $167MJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+13.1%3 years · per year$14,473 · $16,284+17.6%

+6.2%5 years · per year$13,505 · […][…]

0.66%Expense ratio$66 · $35 on $10k · lower wins0.35%

9.60%12-mo yield$960 · $1,245 on $10k12.45%

−7.0%

End-of-day Nov 10, 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	AOCIO	ClearShares OCIO ETFRead Desk		0.66%	9.60%	+1.9%	+6.3%	+8.1%	+13.1%	+6.2%	−7.0%	$167M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AOCIO	ClearShares OCIO ETFRead Desk		0.66%	9.60%	+1.9%	+6.3%	+8.1%	+13.1%	+6.2%	−7.0%	$167M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OCIO vs JEPQ

OCIO

ClearShares OCIO

$13,505

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureOCIOJEPQ

Fee0.66%0.35%

Cost on $10k a year$66$35

Yield9.60%12.45%

5 years, per year+6.2%[…]

3 years, per year+13.1%+17.6%

Worst drop · 1Y−7.0%−11.5%

Volatility · 1Y12.3%

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OCIO vs JEPQ

Both

Both

$10,000 in OCIO, JEPQ

Overlap: OCIO, JEPQ

OCIO vs JEPQ

JEPQ vs JEPI

SCHD vs VIG

SPYM vs SPY

Overlap: OCIO, JEPQ

Income After Fees on $10,000