ROSC vs JEPQ

AROSC

BJEPQ

Measures won4–1ROSC wins · of 6 · 5Y

$10,000 · 5Y$15,317ROSC

Lowest cost0.34%ROSC · $34 on $10k

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

Smallest drop−7.8%ROSC · worst fall in 1Y

Held in common0.0%ROSC and JEPQ

ROSC

JEPQ

Hartford Multifactor Small Cap ETF · $49MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+18.2%3 years · per year$16,503 · $16,202+17.4%

+8.9%5 years · per year$15,317 · […][…]

0.34%Expense ratio$34 · $35 on $10k · lower wins0.35%

1.96%12-mo yield$196 · $1,279 on $10k12.79%

−7.8%Worst dropSmaller wins−11.5%

14.0%VolatilityLower wins16.7%

4–1ROSC wins

$10,000 · 5 yearsOne scale

Shared top holdingsROSC · 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

Both

5Y2 funds

#			Trend
1	AROSC	Hartford Multifactor Small Cap ETFRead Desk		0.34%	1.96%	−0.6%	+16.7%	+22.3%	+18.2%	+8.9%	−7.8%	$49M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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	AROSC	Hartford Multifactor Small Cap ETFRead Desk		0.34%	1.96%	−0.6%	+16.7%	+22.3%	+18.2%	+8.9%	−7.8%	$49M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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

ROSC vs JEPQ

ROSC

Hartford Multifactor Small Cap

$15,317

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureROSCJEPQ

Fee0.34%0.35%

Cost on $10k a year$34$35

Yield1.96%12.79%

5 years, per year+8.9%[…]

3 years, per year+18.2%+17.4%

Worst drop · 1Y−7.8%−11.5%

Volatility · 1Y14.0%16.7%

4–1measures won
ROSC 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%

$40.7BAssets$45.2B

1–1level

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ROSC, JEPQ

Today

0.0%most shared, ROSC and JEPQ

ROSCJEPQ

ROSC—0.0%

JEPQ0.0%—

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

ROSC$196 − $34 = $162

KeptFee

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