QLTY vs JEPQ

AQLTY

BJEPQ

Measures won1–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG

Lowest cost0.03%VUG · $3 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common26.9%QLTY and JEPQ

QLTY

JEPQ

GMO US Quality ETF · $5.6BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

[…]3 years · per year[…] · $17,406+20.3%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

0.65%12-mo yield$65 · $1,217 on $10k12.17%

−11.7%Worst dropSmaller wins−8.8%

13.1%VolatilityLower wins15.5%

1–3JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQLTY · JEPQ

8.2%MSFT6.0%

3.8%AMZN4.2%

3.3%AAPL7.1%

3.0%NVDA6.8%

Held in common26.9%

End-of-day Nov 5, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	−3.8%	+12.8%	+17.5%	new	new	−11.7%	$5.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	−3.8%	+12.8%	+17.5%	new	new	−11.7%	$5.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Cards for this view

QLTY vs JEPQ

QLTY

GMO US Quality

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureQLTYJEPQ

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield0.65%12.17%

5 years, per year[…][…]

3 years, per year[…]+20.3%

Worst drop · 1Y−11.7%−8.8%

Volatility · 1Y13.1%15.5%

3–1measures won
JEPQ first

26.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: QLTY, JEPQ, VUG

Today

51.9%most shared, JEPQ and VUG

QLTYJEPQVUG

QLTY—26.9%39.8%

JEPQ26.9%—51.9%

VUG39.8%51.9%—

End-of-day Nov 5, 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

VUG$43 − $3 = $40

QLTY$65 − $50 = $15

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee