PREF vs JEPQ

APREF

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · PREF $11,389

Lowest cost0.04%VIG · $4 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−2.9%PREF · worst fall in 1Y

Held in common0.0%PREF and JEPQ

PREF

JEPQ

Principal Spectrum Preferred Securities Active ETF · $1.9BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+9.2%3 years · per year$13,030 · $16,202+17.4%

+2.6%5 years · per year$11,389 · […][…]

0.55%Expense ratio$55 · $35 on $10k · lower wins0.35%

5.03%12-mo yield$503 · $1,279 on $10k12.79%

−2.9%Worst dropSmaller wins−11.5%

3.3%VolatilityLower wins16.7%

2–3JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPREF · JEPQ

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.03%	+0.3%	+0.7%	+1.8%	+9.2%	+2.6%	−2.9%	$1.9B
3	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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.03%	+0.3%	+0.7%	+1.8%	+9.2%	+2.6%	−2.9%	$1.9B
3	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

PREF vs JEPQ

PREF

Principal Spectrum Preferred Securities Active

$11,389

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePREFJEPQ

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield5.03%12.79%

5 years, per year+2.6%[…]

3 years, per year+9.2%+17.4%

Worst drop · 1Y−2.9%−11.5%

Volatility · 1Y3.3%16.7%

3–2measures won
JEPQ first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: PREF, JEPQ, VIG

Today

26.2%most shared, JEPQ and VIG

PREFJEPQVIG

PREF—0.0%0.0%

JEPQ0.0%—26.2%

VIG0.0%26.2%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

PREF$503 − $55 = $448

VIG$150 − $4 = $146

KeptFee

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