PFF vs JEPQ

APFF

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$9,715PFF

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−8.6%PFF · worst fall in 1Y

Held in common0.3%PFF and JEPQ

PFF

JEPQ

iShares Preferred and Income Securities ETF · $11.5BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+5.5%3 years · per year$11,726 · $16,202+17.4%

−0.6%5 years · per year$9,715 · […][…]

0.45%Expense ratio$45 · $35 on $10k · lower wins0.35%

5.79%12-mo yield$579 · $1,279 on $10k12.79%

−8.6%Worst dropSmaller wins−11.5%

8.1%VolatilityLower wins16.7%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFF · JEPQ

1.8%NEE0.3%

Held in common0.3%

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

Both

5Y2 funds

#			Trend
1	APFF	iShares Preferred and Income Securities ETFRead Desk		0.45%	5.79%	+0.4%	−4.4%	−3.9%	+5.5%	−0.6%	−8.6%	$11.5B
2	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

Both

5Y2 funds

#			Trend
1	APFF	iShares Preferred and Income Securities ETFRead Desk		0.45%	5.79%	+0.4%	−4.4%	−3.9%	+5.5%	−0.6%	−8.6%	$11.5B
2	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

PFF vs JEPQ

PFF

iShares Preferred and Income Securities

$9,715

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePFFJEPQ

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield5.79%12.79%

5 years, per year−0.6%[…]

3 years, per year+5.5%+17.4%

Worst drop · 1Y−8.6%−11.5%

Volatility · 1Y8.1%16.7%

3–2measures won
JEPQ first

0.3%

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

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PFF, JEPQ

Today

0.3%most shared, PFF and JEPQ

PFFJEPQ

PFF—0.3%

JEPQ0.3%—

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

PFF$579 − $45 = $534

KeptFee

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