PSCD vs JEPI

APSCD

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$22,311VGT · JEPI $14,635

Lowest cost0.09%VGT · $9 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common0.0%PSCD and JEPI

PSCD

JEPI

Invesco S&P SmallCap Consumer Discretionary ETF · $24MJPMorgan Equity Premium Income ETF · $46.1B

+16.3%3 years · per year$15,721 · $14,269+12.6%

+3.4%5 years · per year$11,840 · $14,635+7.9%

0.29%Expense ratio$29 · $35 on $10k · lower wins0.35%

0.95%12-mo yield$95 · $783 on $10k7.83%

−14.2%Worst dropSmaller wins−6.7%

23.4%VolatilityLower wins8.1%

2–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPSCD · JEPI

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

Held in common0.0%

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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
3	APSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	0.95%	+5.0%	+16.4%	+20.4%	+16.3%	+3.4%	−14.2%	$24M

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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
3	APSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk	0.29%	0.95%	+5.0%	+16.4%	+20.4%	+16.3%	+3.4%	−14.2%	$24M

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

PSCD vs JEPI

PSCD

Invesco S&P SmallCap Consumer Discretionary

$11,840

JEPI

JPMorgan Equity Premium Income

$14,635

MeasurePSCDJEPI

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield0.95%7.83%

5 years, per year+3.4%+7.9%

3 years, per year+16.3%+12.6%

Worst drop · 1Y−14.2%−6.7%

Volatility · 1Y23.4%8.1%

4–2measures won
JEPI first

0.0%

holdings shared

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

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

$117BAssets$155B

1–1level

End-of-day Nov 4, 2026

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

Overlap: PSCD, JEPI, VGT

Today

14.3%most shared, JEPI and VGT

PSCDJEPIVGT

PSCD—0.0%0.0%

JEPI0.0%—14.3%

VGT0.0%14.3%—

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

PSCD$95 − $29 = $66

VGT$41 − $9 = $32

KeptFee

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