QLV vs JEPQ

AQLV

BJEPQ

Measures won4–1QLV wins · of 6 · 5Y

$10,000 · 5Y$16,042QLV

Lowest cost0.09%QLV · $9 on $10k

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

Smallest drop−6.2%QLV · worst fall in 1Y

Held in common30.9%QLV and JEPQ

QLV

JEPQ

Northern Trust US Quality Low Volatility ETF · $190MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+17.9%3 years · per year$16,387 · $16,202+17.4%

+9.9%5 years · per year$16,042 · […][…]

0.09%Expense ratio$9 · $35 on $10k · lower wins0.35%

1.46%12-mo yield$146 · $1,279 on $10k12.79%

−6.2%Worst dropSmaller wins−11.5%

8.3%VolatilityLower wins16.7%

4–1QLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsQLV · JEPQ

6.2%AAPL7.4%

6.7%MSFT6.1%

5.2%NVDA6.6%

2.5%AMZN4.4%

Held in common30.9%

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

Both

5Y2 funds

#			Trend
1	AQLV	Northern Trust US Quality Low Volatility ETFRead Desk		0.09%	1.46%	−0.3%	+13.4%	+15.2%	+17.9%	+9.9%	−6.2%	$190M
2	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

Both

5Y2 funds

#			Trend
1	AQLV	Northern Trust US Quality Low Volatility ETFRead Desk		0.09%	1.46%	−0.3%	+13.4%	+15.2%	+17.9%	+9.9%	−6.2%	$190M
2	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

QLV vs JEPQ

QLV

Northern Trust US Quality Low Volatility

$16,042

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureQLVJEPQ

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield1.46%12.79%

5 years, per year+9.9%[…]

3 years, per year+17.9%+17.4%

Worst drop · 1Y−6.2%−11.5%

Volatility · 1Y8.3%16.7%

4–1measures won
QLV first

30.9%

holdings shared

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

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

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

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: QLV, JEPQ

Today

30.9%most shared, QLV and JEPQ

QLVJEPQ

QLV—30.9%

JEPQ30.9%—

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

QLV$146 − $9 = $137

KeptFee

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