PSR vs JEPQ

APSR

BJEPQ

Measures won1–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$10,602PSR

Lowest cost0.35%PSR · $35 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common0.2%PSR and JEPQ

PSR

JEPQ

Invesco Active U.S. Real Estate ETF · $58MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+14.0%3 years · per year$14,831 · $17,450+20.4%

+1.2%5 years · per year$10,602 · […][…]

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

2.67%12-mo yield$267 · $1,228 on $10k12.28%

−11.2%Worst dropSmaller wins−8.8%

13.9%VolatilityLower wins15.5%

1–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSR · JEPQ

8.6%PLD0.2%

Held in common0.2%

End-of-day Nov 3, 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
1	APSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.67%	+0.1%	+15.2%	+15.1%	+14.0%	+1.2%	−11.2%	$58M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Both

5Y2 funds

#			Trend
1	APSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.67%	+0.1%	+15.2%	+15.1%	+14.0%	+1.2%	−11.2%	$58M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

PSR vs JEPQ

PSR

Invesco Active U.S. Real Estate

$10,602

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePSRJEPQ

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield2.67%12.28%

5 years, per year+1.2%[…]

3 years, per year+14.0%+20.4%

Worst drop · 1Y−11.2%−8.8%

Volatility · 1Y13.9%15.5%

3–1measures won
JEPQ first

0.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: PSR, JEPQ

Today

0.2%most shared, PSR and JEPQ

PSRJEPQ

PSR—0.2%

JEPQ0.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

PSR$267 − $35 = $232

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee