QQQ vs PAPI

AQQQ

BPAPI

Measures won2–3PAPI wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

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

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

Held in common7.3%QQQ and PAPI

QQQ

PAPI

Invesco QQQ Trust, Series 1 · $469BParametric Equity Premium Income ETF · $561M

+23.3%3 years · per year$18,756 · $14,556+13.3%

+11.7%5 years · per year$17,352 · […][…]

0.18%Expense ratio$18 · $29 on $10k · lower wins0.29%

0.48%12-mo yield$48 · $731 on $10k7.31%

−14.8%Worst dropSmaller wins−6.9%

21.3%VolatilityLower wins10.4%

2–3PAPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsQQQ · PAPI

1.0%GILD0.6%

1.3%TXN0.6%

6.7%MSFT0.5%

0.9%PEP0.5%

Held in common7.3%

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 Four

5Y4 funds

#
1	AQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$561M
4	JEPQ	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 Four

5Y4 funds

#
1	AQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$469.3B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$561M
4	JEPQ	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

QQQ vs PAPI

QQQ

Invesco QQQ Trust

$17,352

PAPI

Parametric Equity Premium Income

[…]

MeasureQQQPAPI

Fee0.18%0.29%

Cost on $10k a year$18$29

Yield0.48%7.31%

5 years, per year+11.7%[…]

3 years, per year+23.3%+13.3%

Worst drop · 1Y−14.8%−6.9%

Volatility · 1Y21.3%10.4%

3–2measures won
PAPI first

7.3%

holdings shared

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

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

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

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

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

$107BAssets$469B

2–0QQQM wins

End-of-day Nov 5, 2026

Overlap: QQQ, PAPI, SCHD, JEPQ

Today

72.8%most shared, QQQ and JEPQ

QQQPAPISCHDJEPQ

QQQ—7.3%5.5%72.8%

PAPI7.3%—17.4%6.3%

SCHD5.5%17.4%—3.8%

JEPQ72.8%6.3%3.8%—

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

PAPI$731 − $29 = $702

SCHD$298 − $6 = $292

QQQ$48 − $18 = $30

KeptFee

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