PVAL vs JEPQ

APVAL

BJEPQ

Measures won3–2PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,832PVAL

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−7.2%PVAL · worst fall in 1Y

Held in common26.2%PVAL and JEPQ

PVAL

JEPQ

Putnam Focused Large Cap Value ETF · $15.9BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+25.2%3 years · per year$19,624 · $16,202+17.4%

+15.8%5 years · per year$20,832 · […][…]

0.56%Expense ratio$56 · $35 on $10k · lower wins0.35%

0.88%12-mo yield$88 · $1,279 on $10k12.79%

−7.2%Worst dropSmaller wins−11.5%

11.4%VolatilityLower wins16.7%

3–2PVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsPVAL · JEPQ

7.2%AAPL7.4%

9.5%MSFT6.1%

4.6%AMZN4.4%

1.7%AMD2.9%

Held in common26.2%

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

Both

5Y2 funds

#			Trend
1	APVAL	Putnam Focused Large Cap Value ETFRead Desk		0.56%	0.88%	−0.3%	+19.0%	+25.6%	+25.2%	+15.8%	−7.2%	$15.9B
2	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

Both

5Y2 funds

#			Trend
1	APVAL	Putnam Focused Large Cap Value ETFRead Desk		0.56%	0.88%	−0.3%	+19.0%	+25.6%	+25.2%	+15.8%	−7.2%	$15.9B
2	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

PVAL vs JEPQ

PVAL

Putnam Focused Large Cap Value

$20,832

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePVALJEPQ

Fee0.56%0.35%

Cost on $10k a year$56$35

Yield0.88%12.79%

5 years, per year+15.8%[…]

3 years, per year+25.2%+17.4%

Worst drop · 1Y−7.2%−11.5%

Volatility · 1Y11.4%16.7%

3–2measures won
PVAL first

26.2%

holdings shared

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

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PVAL, JEPQ

Today

26.2%most shared, PVAL and JEPQ

PVALJEPQ

PVAL—26.2%

JEPQ26.2%—

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

PVAL$88 − $56 = $32

KeptFee

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