SIMS vs JEPQ

ASIMS

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$9,809SIMS

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 common2.7%SIMS and JEPQ

SIMS

JEPQ

State Street SPDR S&P Kensho Intelligent Structures ETF · $8MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+16.2%3 years · per year$15,677 · $16,202+17.4%

−0.4%5 years · per year$9,809 · […][…]

0.45%Expense ratio$45 · $35 on $10k · lower wins0.35%

0.57%12-mo yield$57 · $1,279 on $10k12.79%

−14.7%Worst dropSmaller wins−11.5%

22.9%VolatilityLower wins16.7%

0–5JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIMS · JEPQ

2.4%TSLA2.2%

0.8%HON0.3%

0.6%HONA0.2%

Held in common2.7%

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	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk		0.45%	0.57%	+0.6%	+5.5%	−5.9%	+16.2%	−0.4%	−14.7%	$8M
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	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk		0.45%	0.57%	+0.6%	+5.5%	−5.9%	+16.2%	−0.4%	−14.7%	$8M
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

SIMS vs JEPQ

SIMS

SPDR S&P Kensho Intelligent Structures

$9,809

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSIMSJEPQ

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield0.57%12.79%

5 years, per year−0.4%[…]

3 years, per year+16.2%+17.4%

Worst drop · 1Y−14.7%−11.5%

Volatility · 1Y22.9%16.7%

5–0measures won
JEPQ first

2.7%

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: SIMS, JEPQ

Today

2.7%most shared, SIMS and JEPQ

SIMSJEPQ

SIMS—2.7%

JEPQ2.7%—

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

SIMS$57 − $45 = $12

KeptFee

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