SPUS vs JEPQ

ASPUS

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$19,560SPUS

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common41.8%SPUS and JEPQ

SPUS

JEPQ

SP Funds S&P 500 Sharia Industry Exclusions ETF · $3.3BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+26.1%3 years · per year$20,062 · $17,406+20.3%

+14.4%5 years · per year$19,560 · […][…]

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

0.52%12-mo yield$52 · $1,217 on $10k12.17%

−10.7%Worst dropSmaller wins−8.8%

16.1%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPUS · JEPQ

13.2%NVDA7.1%

12.7%AAPL6.8%

10.2%MSFT5.6%

2.5%MU4.2%

Held in common41.8%

End-of-day Nov 4, 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	ASPUS	SP Funds S&P 500 Sharia Industry Exclusions ETFRead Desk		0.45%	0.52%	+1.2%	+15.4%	+14.0%	+26.1%	+14.4%	−10.7%	$3.3B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASPUS	SP Funds S&P 500 Sharia Industry Exclusions ETFRead Desk		0.45%	0.52%	+1.2%	+15.4%	+14.0%	+26.1%	+14.4%	−10.7%	$3.3B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPUS vs JEPQ

SPUS

SP Funds S&P 500 Sharia Industry Exclusions

$19,560

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSPUSJEPQ

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield0.52%12.17%

5 years, per year+14.4%[…]

3 years, per year+26.1%+20.3%

Worst drop · 1Y−10.7%−8.8%

Volatility · 1Y16.1%15.5%

4–1measures won
JEPQ first

41.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SPUS, JEPQ

Today

41.8%most shared, SPUS and JEPQ

SPUSJEPQ

SPUS—41.8%

JEPQ41.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SPUS$52 − $45 = $7

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee