PFXF vs JEPQ

APFXF

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$20,466VGT · PFXF $10,632

Lowest cost0.09%VGT · $9 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common0.0%PFXF and JEPQ

PFXF

JEPQ

VanEck Preferred Securities ex Financials ETF · $2.1BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+8.5%3 years · per year$12,770 · $17,406+20.3%

+1.2%5 years · per year$10,632 · […][…]

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

6.56%12-mo yield$656 · $1,217 on $10k12.17%

−11.8%Worst dropSmaller wins−8.8%

11.4%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFXF · JEPQ

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

Held in common0.0%

End-of-day Nov 5, 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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
2	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.56%	−2.5%	−3.3%	−0.6%	+8.5%	+1.2%	−11.8%	$2.1B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
2	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.56%	−2.5%	−3.3%	−0.6%	+8.5%	+1.2%	−11.8%	$2.1B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Cards for this view

PFXF vs JEPQ

PFXF

VanEck Preferred Securities ex Financials

$10,632

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePFXFJEPQ

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield6.56%12.17%

5 years, per year+1.2%[…]

3 years, per year+8.5%+20.3%

Worst drop · 1Y−11.8%−8.8%

Volatility · 1Y11.4%15.5%

4–1measures won
JEPQ first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: PFXF, JEPQ, VGT

Today

43.0%most shared, JEPQ and VGT

PFXFJEPQVGT

PFXF—0.0%0.0%

JEPQ0.0%—43.0%

VGT0.0%43.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

PFXF$656 − $40 = $616

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee