QAI vs JEPQ

AQAI

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$17,742VYM · QAI $12,297

Lowest cost0.04%VYM · $4 on $10k

Most income12.17%JEPQ · $1,217 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 · $997MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+9.1%3 years · per year$12,981 · $17,406+20.3%

+4.2%5 years · per year$12,297 · […][…]

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

1.41%12-mo yield$141 · $1,217 on $10k12.17%

−3.7%Worst dropSmaller wins−8.8%

7.2%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 4, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	AQAI	NYLI Hedge Multi-Strategy Tracker ETFRead Desk	0.75%	1.41%	+0.6%	+6.6%	+7.0%	+9.1%	+4.2%	−3.7%	$997M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	AQAI	NYLI Hedge Multi-Strategy Tracker ETFRead Desk	0.75%	1.41%	+0.6%	+6.6%	+7.0%	+9.1%	+4.2%	−3.7%	$997M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 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

$12,297

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureQAIJEPQ

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield1.41%12.17%

5 years, per year+4.2%[…]

3 years, per year+9.1%+20.3%

Worst drop · 1Y−3.7%−8.8%

Volatility · 1Y7.2%15.5%

3–2measures won
JEPQ first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: QAI, JEPQ, VYM

Today

12.1%most shared, JEPQ and VYM

QAIJEPQVYM

QAI—0.0%0.0%

JEPQ0.0%—12.1%

VYM0.0%12.1%—

End-of-day Nov 4, 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

VYM$222 − $4 = $218

QAI$141 − $75 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee