OUSA vs JEPQ

AOUSA

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$15,655OUSA

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−8.4%OUSA · worst fall in 1Y

Held in common22.9%OUSA and JEPQ

OUSA

JEPQ

ALPS Funds O’Shares U.S. Quality Dividend ETF · $737MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+16.6%3 years · per year$15,867 · $16,202+17.4%

+9.4%5 years · per year$15,655 · […][…]

0.48%Expense ratio$48 · $35 on $10k · lower wins0.35%

1.34%12-mo yield$134 · $1,279 on $10k12.79%

−8.4%Worst dropSmaller wins−11.5%

11.3%VolatilityLower wins16.7%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsOUSA · JEPQ

5.1%MSFT6.1%

5.0%AAPL7.4%

2.0%META2.8%

2.6%CSCO1.2%

Held in common22.9%

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	AOUSA	ALPS Funds O’Shares U.S. Quality Dividend ETFRead Desk		0.48%	1.34%	−0.8%	+10.9%	+14.6%	+16.6%	+9.4%	−8.4%	$737M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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	AOUSA	ALPS Funds O’Shares U.S. Quality Dividend ETFRead Desk		0.48%	1.34%	−0.8%	+10.9%	+14.6%	+16.6%	+9.4%	−8.4%	$737M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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

OUSA vs JEPQ

OUSA

ALPS Funds O’Shares U.S. Quality Dividend

$15,655

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureOUSAJEPQ

Fee0.48%0.35%

Cost on $10k a year$48$35

Yield1.34%12.79%

5 years, per year+9.4%[…]

3 years, per year+16.6%+17.4%

Worst drop · 1Y−8.4%−11.5%

Volatility · 1Y11.3%16.7%

3–2measures won
JEPQ first

22.9%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: OUSA, JEPQ

Today

22.9%most shared, OUSA and JEPQ

OUSAJEPQ

OUSA—22.9%

JEPQ22.9%—

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

OUSA$134 − $48 = $86

KeptFee

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