PKB vs JEPQ

APKB

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$18,005PKB · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%PKB and JEPQ

PKB

JEPQ

Invesco Building & Construction ETF · $245MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+20.9%3 years · per year$17,663 · $16,495+18.2%

+12.5%5 years · per year$18,027 · […][…]

0.57%Expense ratio$57 · $35 on $10k · lower wins0.35%

0.20%12-mo yield$20 · $1,239 on $10k12.39%

−25.0%Worst dropSmaller wins−11.5%

26.1%VolatilityLower wins16.9%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPKB · JEPQ

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

Held in common0.0%

End-of-day Nov 9, 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	APKB	Invesco Building & Construction ETFRead Desk	0.57%	0.20%	+5.1%	−2.5%	−4.4%	+20.9%	+12.5%	−25.0%	$245M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	APKB	Invesco Building & Construction ETFRead Desk	0.57%	0.20%	+5.1%	−2.5%	−4.4%	+20.9%	+12.5%	−25.0%	$245M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PKB vs JEPQ

PKB

Invesco Building & Construction

$18,027

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePKBJEPQ

Fee0.57%0.35%

Cost on $10k a year$57$35

Yield0.20%12.39%

5 years, per year+12.5%[…]

3 years, per year+20.9%+18.2%

Worst drop · 1Y−25.0%−11.5%

Volatility · 1Y26.1%16.9%

4–1measures won
JEPQ first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: PKB, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

PKBJEPQSCHD

PKB—0.0%0.0%

JEPQ0.0%—3.8%

SCHD0.0%3.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

PKB$20 − $57 = −$37

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee