SETM vs JEPQ

ASETM

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG

Lowest cost0.04%VIG · $4 on $10k

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

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.0%SETM and JEPQ

SETM

JEPQ

Sprott Critical Materials ETF · $417MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+16.1%3 years · per year$15,670 · $17,450+20.4%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

1.89%12-mo yield$189 · $1,228 on $10k12.28%

−39.6%Worst dropSmaller wins−8.8%

46.6%VolatilityLower wins15.5%

0–5JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSETM · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	ASETM	Sprott Critical Materials ETFRead Desk	0.65%	1.89%	−1.6%	−17.1%	−9.9%	+16.1%	new	−39.6%	$417M
3	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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	ASETM	Sprott Critical Materials ETFRead Desk	0.65%	1.89%	−1.6%	−17.1%	−9.9%	+16.1%	new	−39.6%	$417M
3	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

SETM vs JEPQ

SETM

Sprott Critical Materials

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSETMJEPQ

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield1.89%12.28%

5 years, per year[…][…]

3 years, per year+16.1%+20.4%

Worst drop · 1Y−39.6%−8.8%

Volatility · 1Y46.6%15.5%

5–0measures won
JEPQ first

0.0%

holdings shared

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

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

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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

Overlap: SETM, JEPQ, VIG

Today

26.2%most shared, JEPQ and VIG

SETMJEPQVIG

SETM—0.0%0.1%

JEPQ0.0%—26.2%

VIG0.1%26.2%—

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

VIG$147 − $4 = $143

SETM$189 − $65 = $124

KeptFee

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