PAPI vs JEPQ

APAPI

BJEPQ

Measures won3–2PAPI wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income12.79%JEPQ · $1,279 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 · $552MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+13.3%3 years · per year$14,556 · $16,202+17.4%

[…]5 years · per year[…]

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

7.31%12-mo yield$731 · $1,279 on $10k12.79%

−6.9%Worst dropSmaller wins−11.5%

10.4%VolatilityLower wins16.7%

3–2PAPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPAPI · JEPQ

0.5%PEP0.8%

0.5%COST1.4%

0.5%MSFT6.1%

0.5%INTU0.5%

Held in common6.3%

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

All Three

5Y3 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$552M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$552M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

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

Yield7.31%12.79%

5 years, per year[…][…]

3 years, per year+13.3%+17.4%

Worst drop · 1Y−6.9%−11.5%

Volatility · 1Y10.4%16.7%

3–2measures won
PAPI first

6.3%

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%

$42.6BAssets$46.8B

1–1level

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%

$182BAssets$819B

2–0SPYM wins

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

Overlap: PAPI, SPYM, JEPQ

Today

49.5%most shared, SPYM and JEPQ

PAPISPYMJEPQ

PAPI—17.5%6.3%

SPYM17.5%—49.5%

JEPQ6.3%49.5%—

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

PAPI$731 − $29 = $702

SPYM$105 − $2 = $103

KeptFee

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