SMBS vs JEPQ

ASMBS

BJEPQ

Measures won3–1SMBS wins · of 6 · 5Y

$10,000 · 5Y$14,322JEPI

Lowest cost0.03%SMBS · $3 on $10k

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

Smallest drop−5.2%SMBS · worst fall in 1Y

Held in common0.0%SMBS and JEPQ

SMBS

JEPQ

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.4BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

[…]3 years · per year[…] · $17,450+20.4%

[…]5 years · per year[…]

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

5.32%12-mo yield$532 · $1,228 on $10k12.28%

−5.2%Worst dropSmaller wins−8.8%

4.7%VolatilityLower wins15.5%

3–1SMBS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMBS · 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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	ASMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk	0.03%	5.32%	−0.2%	−0.3%	+0.4%	new	new	−5.2%	$6.4B
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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	ASMBS	Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFRead Desk	0.03%	5.32%	−0.2%	−0.3%	+0.4%	new	new	−5.2%	$6.4B
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

SMBS vs JEPQ

SMBS

Schwab Strategic Trust - Schwab Mortgage-Backed Securities

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSMBSJEPQ

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield5.32%12.28%

5 years, per year[…][…]

3 years, per year[…]+20.4%

Worst drop · 1Y−5.2%−8.8%

Volatility · 1Y4.7%15.5%

3–1measures won
SMBS 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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SMBS, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

SMBSJEPQJEPI

SMBS—0.0%0.0%

JEPQ0.0%—26.6%

JEPI0.0%26.6%—

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

JEPI$796 − $35 = $761

SMBS$532 − $3 = $529

KeptFee

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