SPLS vs JEPQ5YSPLSSPLSAvsBJEPQJEPQPIMCO US Stocks PLUS Active Bond ETF · $91MJPMorgan Nasdaq Equity Premium Income ETF · $42.6BReturns · dividends in[…]3 years · per year[…] · $16,406+17.9%[…]5 years · per year[…]Cost and income0.38%Expense ratio$38 · $35 on $10k · lower wins0.35%0.67%12-mo yield$67 · $1,224 on $10k12.24%Risk · 1 year
$10,000 in SPLS, JEPQ, VUG5Y$10k startVUG $16.3kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: SPLS, JEPQ, VUGToday51.0%most shared, JEPQ and VUGSPLSJEPQVUGSPLS—0.0%0.0%JEPQ0.0%—51.0%VUG0.0%51.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
SPLS vs JEPQ5YASPLSPIMCO US Stocks PLUS Active Bond[…]vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureSPLSJEPQFee0.38%0.35%Cost on $10k a year$38$35Yield0.67%12.24%5 years, per year[…][…]3 years, per year[…]+17.9%Worst drop · 1Y[…]−11.5%Volatility · 1Y[…]16.9%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B2ASPLSPIMCO US Stocks PLUS Active Bond ETFReadDesk0.38%0.67%−0.4%newnewnewnew[…]$91M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.24%−0.3%+7.8%+8.8%+17.9%new−11.5%$42.6BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B2ASPLSPIMCO US Stocks PLUS Active Bond ETFReadDesk0.38%0.67%−0.4%newnewnewnew[…]$91M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.24%−0.3%+7.8%+8.8%+17.9%new−11.5%$42.6BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
Overlap: SPLS, JEPQ, VUGToday51.0%most shared, JEPQ and VUGSPLSJEPQVUGSPLS—0.0%0.0%JEPQ0.0%—51.0%VUG0.0%51.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,189most kept, JEPQJEPQ$1,224 − $35 = $1,189VUG$41 − $3 = $38SPLS$67 − $38 = $29KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee