QAI vs JEPQ

AQAI

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · QAI $12,188

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−3.7%QAI · worst fall in 1Y

Held in common0.0%QAI and JEPQ

QAI

JEPQ

NYLI Hedge Multi-Strategy Tracker ETF · $990MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+9.1%3 years · per year$12,982 · $17,450+20.4%

+4.0%5 years · per year$12,188 · […][…]

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

1.42%12-mo yield$142 · $1,228 on $10k12.28%

−3.7%Worst dropSmaller wins−8.8%

7.1%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQAI · JEPQ

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AQAI	NYLI Hedge Multi-Strategy Tracker ETFRead Desk	0.75%	1.42%	0.0%	+5.9%	+6.4%	+9.1%	+4.0%	−3.7%	$990M
3	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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AQAI	NYLI Hedge Multi-Strategy Tracker ETFRead Desk	0.75%	1.42%	0.0%	+5.9%	+6.4%	+9.1%	+4.0%	−3.7%	$990M
3	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

QAI vs JEPQ

QAI

NYLI Hedge Multi-Strategy Tracker

$12,188

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureQAIJEPQ

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield1.42%12.28%

5 years, per year+4.0%[…]

3 years, per year+9.1%+20.4%

Worst drop · 1Y−3.7%−8.8%

Volatility · 1Y7.1%15.5%

3–2measures won
JEPQ first

0.0%

holdings shared

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

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

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

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: QAI, JEPQ, SCHD

Today

3.7%most shared, JEPQ and SCHD

QAIJEPQSCHD

QAI—0.0%0.0%

JEPQ0.0%—3.7%

SCHD0.0%3.7%—

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

SCHD$297 − $6 = $291

QAI$142 − $75 = $67

KeptFee

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