ROAM vs JEPQ

AROAM

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$17,016ROAM

Lowest cost0.35%JEPQ · $35 on $10k

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

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

Held in common0.0%ROAM and JEPQ

ROAM

JEPQ

Hartford Multifactor Emerging Markets ETF · $100MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+23.2%3 years · per year$18,698 · $17,406+20.3%

+11.2%5 years · per year$17,016 · […][…]

0.44%Expense ratio$44 · $35 on $10k · lower wins0.35%

2.48%12-mo yield$248 · $1,217 on $10k12.17%

−11.1%Worst dropSmaller wins−8.8%

18.2%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsROAM · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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	AROAM	Hartford Multifactor Emerging Markets ETFRead Desk		0.44%	2.48%	+1.6%	+18.0%	+19.6%	+23.2%	+11.2%	−11.1%	$100M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AROAM	Hartford Multifactor Emerging Markets ETFRead Desk		0.44%	2.48%	+1.6%	+18.0%	+19.6%	+23.2%	+11.2%	−11.1%	$100M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ROAM vs JEPQ

ROAM

Hartford Multifactor Emerging Markets

$17,016

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureROAMJEPQ

Fee0.44%0.35%

Cost on $10k a year$44$35

Yield2.48%12.17%

5 years, per year+11.2%[…]

3 years, per year+23.2%+20.3%

Worst drop · 1Y−11.1%−8.8%

Volatility · 1Y18.2%15.5%

4–1measures won
JEPQ first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ROAM, JEPQ

Today

0.0%most shared, ROAM and JEPQ

ROAMJEPQ

ROAM—0.0%

JEPQ0.0%—

End-of-day Nov 4, 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

ROAM$248 − $44 = $204

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee