QLD vs JEPQ

AQLD

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$20,204QLD

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common61.6%QLD and JEPQ

QLD

JEPQ

ProShares - Ultra QQQ · $13.2BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+44.1%3 years · per year$29,937 · $17,450+20.4%

+15.1%5 years · per year$20,204 · […][…]

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

0.15%12-mo yield$15 · $1,228 on $10k12.28%

−24.1%Worst dropSmaller wins−8.8%

40.5%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsQLD · JEPQ

5.9%AAPL6.9%

5.9%NVDA6.9%

4.5%MSFT5.5%

3.2%AMZN3.9%

Held in common61.6%

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

Both

5Y2 funds

#			Trend
1	AQLD	ProShares - Ultra QQQRead Desk		0.96%	0.15%	+1.2%	+15.6%	+8.9%	+44.1%	+15.1%	−24.1%	$13.2B
2	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

Both

5Y2 funds

#			Trend
1	AQLD	ProShares - Ultra QQQRead Desk		0.96%	0.15%	+1.2%	+15.6%	+8.9%	+44.1%	+15.1%	−24.1%	$13.2B
2	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

QLD vs JEPQ

QLD

ProShares - Ultra QQQ

$20,204

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureQLDJEPQ

Fee0.96%0.35%

Cost on $10k a year$96$35

Yield0.15%12.28%

5 years, per year+15.1%[…]

3 years, per year+44.1%+20.4%

Worst drop · 1Y−24.1%−8.8%

Volatility · 1Y40.5%15.5%

4–1measures won
JEPQ first

61.6%

holdings shared

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

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

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

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: QLD, JEPQ

Today

61.6%most shared, QLD and JEPQ

QLDJEPQ

QLD—61.6%

JEPQ61.6%—

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

QLD$15 − $96 = −$81

KeptFee

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