SAMT vs JEPQ

ASAMT

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common13.9%SAMT and JEPQ

SAMT

JEPQ

Strategas Macro Thematic Opportunities ETF · $755MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+22.5%3 years · per year$18,389 · $16,495+18.2%

[…]5 years · per year[…]

0.66%Expense ratio$66 · $35 on $10k · lower wins0.35%

0.67%12-mo yield$67 · $1,239 on $10k12.39%

−16.6%Worst dropSmaller wins−11.5%

17.2%VolatilityLower wins16.9%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsSAMT · JEPQ

2.6%AAPL7.3%

2.5%META2.8%

2.4%MSFT6.0%

2.8%WMT2.1%

Held in common13.9%

End-of-day Nov 9, 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							5Y/yr
1	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk		0.66%	0.67%	+1.6%	+5.2%	+10.0%	+22.5%	new	−16.6%	$755M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk		0.66%	0.67%	+1.6%	+5.2%	+10.0%	+22.5%	new	−16.6%	$755M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SAMT vs JEPQ

SAMT

Strategas Macro Thematic Opportunities

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSAMTJEPQ

Fee0.66%0.35%

Cost on $10k a year$66$35

Yield0.67%12.39%

5 years, per year[…][…]

3 years, per year+22.5%+18.2%

Worst drop · 1Y−16.6%−11.5%

Volatility · 1Y17.2%16.9%

4–1measures won
JEPQ first

13.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SAMT, JEPQ

Today

13.9%most shared, SAMT and JEPQ

SAMTJEPQ

SAMT—13.9%

JEPQ13.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SAMT$67 − $66 = $1

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee