PLIB vs JEPQ

APLIB

BJEPQ

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$14,635JEPI

Lowest cost0.35%JEPQ · $35 on $10k

Most income14.91%PLIB · $1,491 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common1.3%PLIB and JEPQ

PLIB

JEPQ

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETF · $3MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

[…]3 years · per year[…] · $17,406+20.3%

[…]5 years · per year[…]

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

14.91%12-mo yield$1,491 · $1,217 on $10k12.17%

[…]Worst dropSmaller wins−8.8%

[…]VolatilityLower wins15.5%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPLIB · JEPQ

3.4%PLTR1.3%

Held in common1.3%

End-of-day Nov 4, 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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	APLIB	Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETFRead Desk	0.99%	14.91%	−2.2%	new	new	new	new	[…]	$3M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	APLIB	Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETFRead Desk	0.99%	14.91%	−2.2%	new	new	new	new	[…]	$3M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 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

Yield14.91%12.17%

5 years, per year[…][…]

3 years, per year[…]+20.3%

Worst drop · 1Y[…]−8.8%

Volatility · 1Y[…]15.5%

1–1measures won
level

1.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PLIB, JEPQ, JEPI

Today

27.0%most shared, JEPQ and JEPI

PLIBJEPQJEPI

PLIB—1.3%0.5%

JEPQ1.3%—27.0%

JEPI0.5%27.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,392most kept, PLIB

PLIB$1,491 − $99 = $1,392

JEPQ$1,217 − $35 = $1,182

JEPI$783 − $35 = $748

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee