PFFR vs JEPQ

APFFR

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$9,877PFFR

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−7.5%PFFR · worst fall in 1Y

Held in common0.0%PFFR and JEPQ

PFFR

JEPQ

InfraCap REIT Preferred ETF · $110MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+7.8%3 years · per year$12,539 · $17,450+20.4%

−0.2%5 years · per year$9,877 · […][…]

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

9.13%12-mo yield$913 · $1,228 on $10k12.28%

−7.5%Worst dropSmaller wins−8.8%

8.5%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFFR · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	APFFR	InfraCap REIT Preferred ETFRead Desk		0.45%	9.13%	−1.2%	−4.2%	−4.9%	+7.8%	−0.2%	−7.5%	$110M
2	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

Both

5Y2 funds

#			Trend
1	APFFR	InfraCap REIT Preferred ETFRead Desk		0.45%	9.13%	−1.2%	−4.2%	−4.9%	+7.8%	−0.2%	−7.5%	$110M
2	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

PFFR vs JEPQ

PFFR

InfraCap REIT Preferred

$9,877

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePFFRJEPQ

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield9.13%12.28%

5 years, per year−0.2%[…]

3 years, per year+7.8%+20.4%

Worst drop · 1Y−7.5%−8.8%

Volatility · 1Y8.5%15.5%

3–2measures won
JEPQ first

0.0%

holdings shared

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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: PFFR, JEPQ

Today

0.0%most shared, PFFR and JEPQ

PFFRJEPQ

PFFR—0.0%

JEPQ0.0%—

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

PFFR$913 − $45 = $868

KeptFee

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