PLIB vs JEPQ

APLIB

BJEPQ

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

Most income15.97%PLIB · $1,597 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common1.2%PLIB and JEPQ

PLIB

JEPQ

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETF · $3MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

[…]3 years · per year[…] · $16,202+17.4%

[…]5 years · per year[…]

0.99%Expense ratio$99 · $35 on $10k · lower wins0.35%

15.97%12-mo yield$1,597 · $1,279 on $10k12.79%

[…]Worst dropSmaller wins−11.5%

[…]VolatilityLower wins16.7%

1–1Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsPLIB · JEPQ

3.1%PLTR1.2%

Held in common1.2%

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							5Y/yr
1	APLIB	Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETFRead Desk		0.99%	15.97%	+3.4%	new	new	new	new	[…]	$3M
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							5Y/yr
1	APLIB	Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETFRead Desk		0.99%	15.97%	+3.4%	new	new	new	new	[…]	$3M
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

PLIB vs JEPQ

PLIB

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePLIBJEPQ

Fee0.99%0.35%

Cost on $10k a year$99$35

Yield15.97%12.79%

5 years, per year[…][…]

3 years, per year[…]+17.4%

Worst drop · 1Y[…]−11.5%

Volatility · 1Y[…]16.7%

1–1measures won
level

1.2%

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: PLIB, JEPQ

Today

1.2%most shared, PLIB and JEPQ

PLIBJEPQ

PLIB—1.2%

JEPQ1.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,498most kept, PLIB

PLIB$1,597 − $99 = $1,498

JEPQ$1,279 − $35 = $1,244

KeptFee

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