QQQ vs JEPI

AQQQ

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,625QQQ · IVV $17,747

Lowest cost0.03%IVV · $3 on $10k

Most income7.96%JEPI · $796 on $10k

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

Held in common26.1%QQQ and JEPI

QQQ

JEPI

Invesco QQQ Trust, Series 1 · $461BJPMorgan Equity Premium Income ETF · $46.0B

+26.4%3 years · per year$20,184 · $14,201+12.4%

+13.2%5 years · per year$18,625 · $14,322+7.4%

0.18%Expense ratio$18 · $35 on $10k · lower wins0.35%

0.45%12-mo yield$45 · $796 on $10k7.96%

−11.7%Worst dropSmaller wins−6.7%

20.3%VolatilityLower wins7.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQQQ · JEPI

8.1%AAPL1.9%

6.2%MSFT1.9%

4.4%AMZN1.8%

2.1%COST1.7%

Held in common26.1%

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

All Three

5Y3 funds

#
1	AQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+0.6%	+11.9%	+9.4%	+26.4%	+13.2%	−11.7%	$461.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

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

All Three

5Y3 funds

#
1	AQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+0.6%	+11.9%	+9.4%	+26.4%	+13.2%	−11.7%	$461.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

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

QQQ vs JEPI

QQQ

Invesco QQQ Trust

$18,625

JEPI

JPMorgan Equity Premium Income

$14,322

MeasureQQQJEPI

Fee0.18%0.35%

Cost on $10k a year$18$35

Yield0.45%7.96%

5 years, per year+13.2%+7.4%

3 years, per year+26.4%+12.4%

Worst drop · 1Y−11.7%−6.7%

Volatility · 1Y20.3%7.9%

3–3measures won
level

26.1%

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

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

QQQM vs QQQ

YTD

InvescoQQQM

+12.0%

QQQInvesco

+11.9%

+12.0%Year to date+11.9%

0.15% · $15Fee · on $10k a year0.18% · $18

$105BAssets$461B

2–0QQQM wins

End-of-day Nov 3, 2026

Overlap: QQQ, JEPI, IVV

Today

53.0%most shared, QQQ and IVV

QQQJEPIIVV

QQQ—26.1%53.0%

JEPI26.1%—38.6%

IVV53.0%38.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

IVV$111 − $3 = $108

QQQ$45 − $18 = $27

KeptFee

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