QLD vs JEPQ

AQLD

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$17,751QLD · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common63.2%QLD and JEPQ

QLD

JEPQ

ProShares - Ultra QQQ · $11.5BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+36.7%3 years · per year$25,564 · $16,202+17.4%

+12.2%5 years · per year$17,751 · […][…]

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

0.17%12-mo yield$17 · $1,279 on $10k12.79%

−28.3%Worst dropSmaller wins−11.5%

42.6%VolatilityLower wins16.7%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQLD · JEPQ

6.6%AAPL7.4%

5.7%NVDA6.6%

5.2%MSFT6.1%

3.7%AMZN4.4%

Held in common63.2%

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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 JEPQ

QLD

ProShares - Ultra QQQ

$17,751

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureQLDJEPQ

Fee0.96%0.35%

Cost on $10k a year$96$35

Yield0.17%12.79%

5 years, per year+12.2%[…]

3 years, per year+36.7%+17.4%

Worst drop · 1Y−28.3%−11.5%

Volatility · 1Y42.6%16.7%

4–1measures won
JEPQ first

63.2%

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, JEPQ, SCHD

Today

63.2%most shared, QLD and JEPQ

QLDJEPQSCHD

QLD—63.2%4.3%

JEPQ63.2%—3.8%

SCHD4.3%3.8%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

QLD$17 − $96 = −$79

KeptFee

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