PCL vs JEPQ · Compare Desk

AJEPQ

BJEPI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,322JEPI

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 common26.6%JEPQ and JEPI

JEPQ vs JEPI

JEPQ

JEPI

JPMorgan Nasdaq Equity Premium Income ETF · $41.8BJPMorgan Equity Premium Income ETF · $46.0B

+20.4%3 years · per year$17,450 · $14,201+12.4%

[…]5 years · per year[…] · $14,322+7.4%

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

12.28%12-mo yield$1,228 · $796 on $10k7.96%

−8.8%Worst dropSmaller wins−6.7%

15.5%VolatilityLower wins7.9%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsJEPQ · JEPI

6.9%AAPL1.9%

5.5%MSFT1.9%

3.9%AMZN1.8%

6.9%NVDA1.7%

Held in common26.6%

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

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AJEPQ	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

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AJEPQ	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

JEPQ vs JEPI

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,322

MeasureJEPQJEPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield12.28%7.96%

5 years, per year[…]+7.4%

3 years, per year+20.4%+12.4%

Worst drop · 1Y−8.8%−6.7%

Volatility · 1Y15.5%7.9%

2–2measures won
level

26.6%

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: JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

JEPQJEPI

JEPQ—26.6%

JEPI26.6%—

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

KeptFee

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