ROAM vs JEPQ

AROAM

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,809ROAM · VXUS $14,489

Lowest cost0.05%VXUS · $5 on $10k

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

Smallest drop−11.3%VXUS · worst fall in 1Y

Held in common0.0%ROAM and JEPQ

ROAM

JEPQ

Hartford Multifactor Emerging Markets ETF · $101MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+22.0%3 years · per year$18,143 · $16,202+17.4%

+10.9%5 years · per year$16,809 · […][…]

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

2.55%12-mo yield$255 · $1,279 on $10k12.79%

−12.0%Worst dropSmaller wins−11.5%

18.5%VolatilityLower wins16.7%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROAM · JEPQ

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	AROAM	Hartford Multifactor Emerging Markets ETFRead Desk	0.44%	2.55%	+1.0%	+14.8%	+16.8%	+22.0%	+10.9%	−12.0%	$101M
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AROAM	Hartford Multifactor Emerging Markets ETFRead Desk	0.44%	2.55%	+1.0%	+14.8%	+16.8%	+22.0%	+10.9%	−12.0%	$101M
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

ROAM vs JEPQ

ROAM

Hartford Multifactor Emerging Markets

$16,809

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureROAMJEPQ

Fee0.44%0.35%

Cost on $10k a year$44$35

Yield2.55%12.79%

5 years, per year+10.9%[…]

3 years, per year+22.0%+17.4%

Worst drop · 1Y−12.0%−11.5%

Volatility · 1Y18.5%16.7%

4–1measures won
JEPQ first

0.0%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

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

Overlap: ROAM, JEPQ, VXUS

Today

10.5%most shared, ROAM and VXUS

ROAMJEPQVXUS

ROAM—0.0%10.5%

JEPQ0.0%—0.1%

VXUS10.5%0.1%—

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

VXUS$245 − $5 = $240

ROAM$255 − $44 = $211

KeptFee

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