PTF vs JEPQ

APTF

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,896PTF

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.20%JEPQ · $1,220 on $10k

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

Held in common14.6%PTF and JEPQ

PTF

JEPQ

Invesco Dorsey Wright Technology Momentum ETF · $507MJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+30.7%3 years · per year$22,335 · $16,525+18.2%

+11.1%5 years · per year$16,896 · […][…]

0.69%Expense ratio$69 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $1,220 on $10k12.20%

−38.6%

End-of-day Nov 11, 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	APTF	Invesco Dorsey Wright Technology Momentum ETFRead Desk		0.69%	0.00%	+4.0%	+26.9%	+19.2%	+30.7%	+11.1%	−38.6%	$507M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	APTF	Invesco Dorsey Wright Technology Momentum ETFRead Desk		0.69%	0.00%	+4.0%	+26.9%	+19.2%	+30.7%	+11.1%	−38.6%	$507M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PTF vs JEPQ

PTF

Invesco Dorsey Wright Technology Momentum

$16,896

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePTFJEPQ

Fee0.69%0.35%

Cost on $10k a year$69$35

Yield0.00%12.20%

5 years, per year+11.1%[…]

3 years, per year+30.7%+18.2%

Worst drop · 1Y−38.6%−11.5%

Volatility · 1Y54.6%

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PTF vs JEPQ

Both

Both

$10,000 in PTF, JEPQ

Overlap: PTF, JEPQ

PTF vs JEPQ

JEPQ vs JEPI

SCHD vs VIG

SPYM vs SPY

Overlap: PTF, JEPQ

Income After Fees on $10,000