PTH vs JEPQ

APTH

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$10,684PTH

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common0.0%PTH and JEPQ

PTH

JEPQ

Invesco Dorsey Wright Healthcare Momentum ETF · $299MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+24.2%3 years · per year$19,172 · $17,406+20.3%

+1.3%5 years · per year$10,684 · […][…]

0.74%Expense ratio$74 · $35 on $10k · lower wins0.35%

2.71%12-mo yield$271 · $1,217 on $10k12.17%

−12.8%Worst dropSmaller wins−8.8%

28.0%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsPTH · JEPQ

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

Held in common0.0%

End-of-day Nov 5, 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	APTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk		0.74%	2.71%	−6.4%	+13.2%	+21.8%	+24.2%	+1.3%	−12.8%	$299M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Both

5Y2 funds

#			Trend
1	APTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk		0.74%	2.71%	−6.4%	+13.2%	+21.8%	+24.2%	+1.3%	−12.8%	$299M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Cards for this view

PTH vs JEPQ

PTH

Invesco Dorsey Wright Healthcare Momentum

$10,684

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePTHJEPQ

Fee0.74%0.35%

Cost on $10k a year$74$35

Yield2.71%12.17%

5 years, per year+1.3%[…]

3 years, per year+24.2%+20.3%

Worst drop · 1Y−12.8%−8.8%

Volatility · 1Y28.0%15.5%

4–1measures won
JEPQ first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PTH, JEPQ

Today

0.0%most shared, PTH and JEPQ

PTHJEPQ

PTH—0.0%

JEPQ0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

PTH$271 − $74 = $197

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee