PAPI vs JEPQ

APAPI

BJEPQ

Measures won3–2PAPI wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

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

Smallest drop−6.9%PAPI · worst fall in 1Y

Held in common6.3%PAPI and JEPQ

PAPI

JEPQ

Parametric Equity Premium Income ETF · $551MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+13.0%3 years · per year$14,425 · $16,495+18.2%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $35 on $10k · lower wins0.35%

7.25%12-mo yield$725 · $1,239 on $10k12.39%

−6.9%Worst dropSmaller wins−11.5%

10.5%VolatilityLower wins16.9%

3–2PAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPAPI · JEPQ

0.5%PEP0.8%

0.5%COST1.4%

0.5%MSFT6.0%

0.5%ABBV0.5%

Held in common6.3%

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

All Four

5Y4 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.25%	+1.7%	+18.2%	+21.7%	+13.0%	new	−6.9%	$551M
4	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

All Four

5Y4 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.25%	+1.7%	+18.2%	+21.7%	+13.0%	new	−6.9%	$551M
4	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

PAPI vs JEPQ

PAPI

Parametric Equity Premium Income

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePAPIJEPQ

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield7.25%12.39%

5 years, per year[…][…]

3 years, per year+13.0%+18.2%

Worst drop · 1Y−6.9%−11.5%

Volatility · 1Y10.5%16.9%

3–2measures won
PAPI first

6.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

Overlap: PAPI, JEPQ, QQQ, VIG

Today

72.4%most shared, JEPQ and QQQ

PAPIJEPQQQQVIG

PAPI—6.3%7.2%16.8%

JEPQ6.3%—72.4%26.2%

QQQ7.2%72.4%—30.0%

VIG16.8%26.2%30.0%—

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

PAPI$725 − $29 = $696

VIG$146 − $4 = $142

QQQ$46 − $18 = $28

KeptFee

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