QDF vs JEPQ

AQDF

BJEPQ

Measures won3–2QDF wins · of 6 · 5Y

$10,000 · 5Y$17,034QDF

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−7.9%QDF · worst fall in 1Y

Held in common30.4%QDF and JEPQ

QDF

JEPQ

Northern Trust Quality Dividend ETF · $2.1BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+19.4%3 years · per year$17,012 · $16,495+18.2%

+11.2%5 years · per year$17,034 · […][…]

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

1.52%12-mo yield$152 · $1,239 on $10k12.39%

−7.9%Worst dropSmaller wins−11.5%

12.8%VolatilityLower wins16.9%

3–2QDF wins

$10,000 · 5 yearsOne scale

Shared top holdingsQDF · JEPQ

9.8%AAPL7.3%

6.6%NVDA6.7%

4.8%MSFT6.0%

2.2%AVGO1.8%

Held in common30.4%

End-of-day Nov 9, 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	AQDF	Northern Trust Quality Dividend ETFRead Desk		0.40%	1.52%	+2.1%	+12.6%	+16.0%	+19.4%	+11.2%	−7.9%	$2.1B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AQDF	Northern Trust Quality Dividend ETFRead Desk		0.40%	1.52%	+2.1%	+12.6%	+16.0%	+19.4%	+11.2%	−7.9%	$2.1B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QDF vs JEPQ

QDF

Northern Trust Quality Dividend

$17,034

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureQDFJEPQ

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield1.52%12.39%

5 years, per year+11.2%[…]

3 years, per year+19.4%+18.2%

Worst drop · 1Y−7.9%−11.5%

Volatility · 1Y12.8%16.9%

3–2measures won
QDF first

30.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: QDF, JEPQ

Today

30.4%most shared, QDF and JEPQ

QDFJEPQ

QDF—30.4%

JEPQ30.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

QDF$152 − $40 = $112

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee