ROCQ vs SPYM

AROCQ

BSPYM

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income7.84%ROCQ · $784 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common51.0%ROCQ and SPYM

ROCQ

SPYM

JPMorgan Nasdaq Equity Premium Yield ETF · $781MState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

7.84%12-mo yield$784 · $105 on $10k1.05%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.6%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsROCQ · SPYM

9.1%AAPL7.9%

8.3%NVDA6.9%

7.9%MSFT6.3%

5.4%AMZN4.0%

Held in common51.0%

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AROCQ	JPMorgan Nasdaq Equity Premium Yield ETFRead Desk		0.35%	7.84%	+1.3%	new	new	new	new	[…]	$781M

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AROCQ	JPMorgan Nasdaq Equity Premium Yield ETFRead Desk		0.35%	7.84%	+1.3%	new	new	new	new	[…]	$781M

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

ROCQ vs SPYM

ROCQ

JPMorgan Nasdaq Equity Premium Yield

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureROCQSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield7.84%1.05%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.6%

1–1measures won
level

51.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM 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

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

Overlap: ROCQ, SPYM

Today

51.0%most shared, ROCQ and SPYM

ROCQSPYM

ROCQ—51.0%

SPYM51.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$749most kept, ROCQ

ROCQ$784 − $35 = $749

SPYM$105 − $2 = $103

KeptFee

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