SH vs JEPQ

ASH

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$7,142SH

Lowest cost0.35%JEPQ · $35 on $10k

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

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

Held in common0.0%SH and JEPQ

JEPQ

ProShares - Short S&P500 · $981MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

−12.9%3 years · per year$6,601 · $16,202+17.4%

−6.5%5 years · per year$7,142 · […][…]

0.88%Expense ratio$88 · $35 on $10k · lower wins0.35%

3.77%12-mo yield$377 · $1,279 on $10k12.79%

−17.5%Worst dropSmaller wins−11.5%

13.5%VolatilityLower wins16.7%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsSH · 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	ASH	ProShares - Short S&P500Read Desk		0.88%	3.77%	−0.3%	−4.1%	−4.2%	−12.9%	−6.5%	−17.5%	$981M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	ASH	ProShares - Short S&P500Read Desk		0.88%	3.77%	−0.3%	−4.1%	−4.2%	−12.9%	−6.5%	−17.5%	$981M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

SH vs JEPQ

ProShares - Short S&P500

$7,142

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSHJEPQ

Fee0.88%0.35%

Cost on $10k a year$88$35

Yield3.77%12.79%

5 years, per year−6.5%[…]

3 years, per year−12.9%+17.4%

Worst drop · 1Y−17.5%−11.5%

Volatility · 1Y13.5%16.7%

4–1measures won
JEPQ 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SH, JEPQ

Today

0.0%most shared, SH and JEPQ

SHJEPQ

SH—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

SH$377 − $88 = $289

KeptFee

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