QLD vs JEPI

AQLD

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,751QLD · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common25.1%QLD and JEPI

QLD

JEPI

ProShares - Ultra QQQ · $11.5BJPMorgan Equity Premium Income ETF · $45.2B

+36.7%3 years · per year$25,564 · $13,562+10.7%

+12.2%5 years · per year$17,751 · $14,118+7.1%

0.96%Expense ratio$96 · $35 on $10k · lower wins0.35%

0.17%12-mo yield$17 · $809 on $10k8.09%

−28.3%Worst dropSmaller wins−6.7%

42.6%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQLD · JEPI

5.2%MSFT2.0%

6.6%AAPL2.0%

3.7%AMZN1.9%

2.2%GOOGL1.7%

Held in common25.1%

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

All Three

5Y3 funds

#
1	AQLD	ProShares - Ultra QQQRead Desk	0.96%	0.17%	+2.5%	+5.4%	+1.3%	+36.7%	+12.2%	−28.3%	$11.5B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AQLD	ProShares - Ultra QQQRead Desk	0.96%	0.17%	+2.5%	+5.4%	+1.3%	+36.7%	+12.2%	−28.3%	$11.5B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

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

QLD vs JEPI

QLD

ProShares - Ultra QQQ

$17,751

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureQLDJEPI

Fee0.96%0.35%

Cost on $10k a year$96$35

Yield0.17%8.09%

5 years, per year+12.2%+7.1%

3 years, per year+36.7%+10.7%

Worst drop · 1Y−28.3%−6.7%

Volatility · 1Y42.6%8.8%

4–2measures won
JEPI first

25.1%

holdings shared

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

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

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%

$40.7BAssets$45.2B

1–1level

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: QLD, JEPI, SCHD

Today

25.1%most shared, QLD and JEPI

QLDJEPISCHD

QLD—25.1%4.3%

JEPI25.1%—8.2%

SCHD4.3%8.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

QLD$17 − $96 = −$79

KeptFee

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