PAVE vs JEPQ

APAVE

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$20,605PAVE · JEPI $14,322

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common1.3%PAVE and JEPQ

PAVE

JEPQ

Global X - U.S. Infrastructure Development ETF · $14.1BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+25.6%3 years · per year$19,809 · $17,450+20.4%

+15.6%5 years · per year$20,605 · […][…]

0.47%Expense ratio$47 · $35 on $10k · lower wins0.35%

0.79%12-mo yield$79 · $1,228 on $10k12.28%

−13.8%Worst dropSmaller wins−8.8%

20.6%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPAVE · JEPQ

3.2%CSX0.7%

2.9%ETN0.3%

3.6%DE0.3%

Held in common1.3%

End-of-day Nov 3, 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	APAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.79%	+0.7%	+14.9%	+14.6%	+25.6%	+15.6%	−13.8%	$14.1B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

All Three

5Y3 funds

#
1	APAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.79%	+0.7%	+14.9%	+14.6%	+25.6%	+15.6%	−13.8%	$14.1B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

PAVE vs JEPQ

PAVE

Global X - U.S. Infrastructure Development

$20,605

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePAVEJEPQ

Fee0.47%0.35%

Cost on $10k a year$47$35

Yield0.79%12.28%

5 years, per year+15.6%[…]

3 years, per year+25.6%+20.4%

Worst drop · 1Y−13.8%−8.8%

Volatility · 1Y20.6%15.5%

4–1measures won
JEPQ first

1.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: PAVE, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

PAVEJEPQJEPI

PAVE—1.3%5.3%

JEPQ1.3%—26.6%

JEPI5.3%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

PAVE$79 − $47 = $32

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee