RSPT vs JEPQ

ARSPT

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$20,929RSPT · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common23.0%RSPT and JEPQ

RSPT

JEPQ

Invesco S&P 500 Equal Weight Technology ETF · $5.8BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+33.1%3 years · per year$23,604 · $17,406+20.3%

+15.9%5 years · per year$20,929 · […][…]

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

0.25%12-mo yield$25 · $1,217 on $10k12.17%

−13.3%Worst dropSmaller wins−8.8%

26.7%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRSPT · JEPQ

1.5%MSFT5.6%

1.4%AAPL6.8%

1.4%PANW1.3%

1.3%AMD3.3%

Held in common23.0%

End-of-day Nov 4, 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	ARSPT	Invesco S&P 500 Equal Weight Technology ETFRead Desk	0.40%	0.25%	−1.1%	+35.0%	+31.6%	+33.1%	+15.9%	−13.3%	$5.8B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	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 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ARSPT	Invesco S&P 500 Equal Weight Technology ETFRead Desk	0.40%	0.25%	−1.1%	+35.0%	+31.6%	+33.1%	+15.9%	−13.3%	$5.8B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	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 4, 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

$20,929

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureRSPTJEPQ

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield0.25%12.17%

5 years, per year+15.9%[…]

3 years, per year+33.1%+20.3%

Worst drop · 1Y−13.3%−8.8%

Volatility · 1Y26.7%15.5%

4–1measures won
JEPQ first

23.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: RSPT, JEPQ, VUG

Today

51.6%most shared, JEPQ and VUG

RSPTJEPQVUG

RSPT—23.0%21.4%

JEPQ23.0%—51.6%

VUG21.4%51.6%—

End-of-day Nov 4, 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

VUG$40 − $3 = $37

RSPT$25 − $40 = −$15

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee