ROBO vs JEPQ

AROBO

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$10,196ROBO

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 common4.5%ROBO and JEPQ

ROBO

JEPQ

ROBO Global Robotics and Automation Index ETF · $1.9BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+14.6%3 years · per year$15,059 · $17,406+20.3%

+0.4%5 years · per year$10,196 · […][…]

0.95%Expense ratio$95 · $35 on $10k · lower wins0.35%

0.42%12-mo yield$42 · $1,217 on $10k12.17%

−23.8%Worst dropSmaller wins−8.8%

28.5%VolatilityLower wins15.5%

0–5JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsROBO · JEPQ

1.3%TSLA2.3%

1.2%NVDA6.8%

2.5%ISRG0.8%

1.4%QCOM0.6%

Held in common4.5%

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

Both

5Y2 funds

#			Trend
1	AROBO	ROBO Global Robotics and Automation Index ETFRead Desk		0.95%	0.42%	−7.9%	−0.7%	+1.3%	+14.6%	+0.4%	−23.8%	$1.9B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AROBO	ROBO Global Robotics and Automation Index ETFRead Desk		0.95%	0.42%	−7.9%	−0.7%	+1.3%	+14.6%	+0.4%	−23.8%	$1.9B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ROBO vs JEPQ

ROBO

ROBO Global Robotics and Automation Index

$10,196

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureROBOJEPQ

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield0.42%12.17%

5 years, per year+0.4%[…]

3 years, per year+14.6%+20.3%

Worst drop · 1Y−23.8%−8.8%

Volatility · 1Y28.5%15.5%

5–0measures won
JEPQ first

4.5%

holdings shared

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

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ROBO, JEPQ

Today

4.5%most shared, ROBO and JEPQ

ROBOJEPQ

ROBO—4.5%

JEPQ4.5%—

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

ROBO$42 − $95 = −$53

KeptFee

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