OMFS vs JEPQ

AOMFS

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$12,638OMFS

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−9.4%OMFS · worst fall in 1Y

Held in common0.0%OMFS and JEPQ

OMFS

JEPQ

Invesco Russell 2000 Dynamic Multifactor ETF · $258MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+16.7%3 years · per year$15,881 · $16,495+18.2%

+4.8%5 years · per year$12,638 · […][…]

0.39%Expense ratio$39 · $35 on $10k · lower wins0.35%

1.27%12-mo yield$127 · $1,239 on $10k12.39%

−9.4%Worst dropSmaller wins−11.5%

17.0%VolatilityLower wins16.9%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsOMFS · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	AOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk		0.39%	1.27%	+2.9%	+14.9%	+18.9%	+16.7%	+4.8%	−9.4%	$258M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk		0.39%	1.27%	+2.9%	+14.9%	+18.9%	+16.7%	+4.8%	−9.4%	$258M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OMFS vs JEPQ

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,638

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureOMFSJEPQ

Fee0.39%0.35%

Cost on $10k a year$39$35

Yield1.27%12.39%

5 years, per year+4.8%[…]

3 years, per year+16.7%+18.2%

Worst drop · 1Y−9.4%−11.5%

Volatility · 1Y17.0%16.9%

4–1measures won
JEPQ first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: OMFS, JEPQ

Today

0.0%most shared, OMFS and JEPQ

OMFSJEPQ

OMFS—0.0%

JEPQ0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

OMFS$127 − $39 = $88

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee