RSPT vs JEPQ

ARSPT

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$20,978RSPT

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.28%JEPQ · $1,228 on $10k

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

Held in common22.7%RSPT and JEPQ

RSPT

JEPQ

Invesco S&P 500 Equal Weight Technology ETF · $5.8BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+33.7%3 years · per year$23,888 · $17,450+20.4%

+16.0%5 years · per year$20,978 · […][…]

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

0.25%12-mo yield$25 · $1,228 on $10k12.28%

−13.3%Worst dropSmaller wins−8.8%

26.6%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSPT · JEPQ

1.5%AAPL6.9%

1.4%MSFT5.5%

1.5%PANW1.3%

1.5%PLTR1.3%

Held in common22.7%

End-of-day Nov 3, 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	ARSPT	Invesco S&P 500 Equal Weight Technology ETFRead Desk		0.40%	0.25%	+0.8%	+36.5%	+33.3%	+33.7%	+16.0%	−13.3%	$5.8B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Both

5Y2 funds

#			Trend
1	ARSPT	Invesco S&P 500 Equal Weight Technology ETFRead Desk		0.40%	0.25%	+0.8%	+36.5%	+33.3%	+33.7%	+16.0%	−13.3%	$5.8B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

RSPT vs JEPQ

RSPT

Invesco S&P 500 Equal Weight Technology

$20,978

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureRSPTJEPQ

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield0.25%12.28%

5 years, per year+16.0%[…]

3 years, per year+33.7%+20.4%

Worst drop · 1Y−13.3%−8.8%

Volatility · 1Y26.6%15.5%

4–1measures won
JEPQ first

22.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: RSPT, JEPQ

Today

22.7%most shared, RSPT and JEPQ

RSPTJEPQ

RSPT—22.7%

JEPQ22.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

RSPT$25 − $40 = −$15

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee