SIZE vs JEPQ

ASIZE

BJEPQ

Measures won4–1SIZE wins · of 6 · 5Y

$10,000 · 5Y$14,104SIZE

Lowest cost0.15%SIZE · $15 on $10k

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

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common13.9%SIZE and JEPQ

SIZE

JEPQ

iShares MSCI USA Size Factor ETF · $425MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+18.0%3 years · per year$16,431 · $16,202+17.4%

+7.1%5 years · per year$14,104 · […][…]

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

1.39%12-mo yield$139 · $1,279 on $10k12.79%

−8.0%Worst dropSmaller wins−11.5%

13.2%VolatilityLower wins16.7%

4–1SIZE wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIZE · JEPQ

0.3%REGN0.6%

0.3%CRWD1.0%

0.2%AMGN0.5%

0.2%ABBV0.5%

Held in common13.9%

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	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$425M
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	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$425M
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

SIZE vs JEPQ

SIZE

iShares MSCI USA Size Factor

$14,104

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSIZEJEPQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.39%12.79%

5 years, per year+7.1%[…]

3 years, per year+18.0%+17.4%

Worst drop · 1Y−8.0%−11.5%

Volatility · 1Y13.2%16.7%

4–1measures won
SIZE first

13.9%

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: SIZE, JEPQ

Today

13.9%most shared, SIZE and JEPQ

SIZEJEPQ

SIZE—13.9%

JEPQ13.9%—

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

SIZE$139 − $15 = $124

KeptFee

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