SPY vs JEPQ

ASPY

BJEPQ

Measures won3–2SPY wins · of 6 · 5Y

$10,000 · 5Y$17,688SPY · JEPI $14,322

Lowest cost0.09%SPY · $9 on $10k

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

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common49.6%SPY and JEPQ

SPY

JEPQ

State Street SPDR S&P 500 ETF · $798BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+24.0%3 years · per year$19,046 · $17,450+20.4%

+12.1%5 years · per year$17,688 · […][…]

0.09%Expense ratio$9 · $35 on $10k · lower wins0.35%

1.01%12-mo yield$101 · $1,228 on $10k12.28%

−8.9%Worst dropSmaller wins−8.8%

12.8%VolatilityLower wins15.5%

3–2SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPY · JEPQ

7.8%NVDA6.9%

7.7%AAPL6.9%

5.9%MSFT5.5%

3.6%AMZN3.9%

Held in common49.6%

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	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
2	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
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	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
2	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
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

SPY vs JEPQ

SPY

SPDR S&P 500

$17,688

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSPYJEPQ

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield1.01%12.28%

5 years, per year+12.1%[…]

3 years, per year+24.0%+20.4%

Worst drop · 1Y−8.9%−8.8%

Volatility · 1Y12.8%15.5%

3–2measures won
SPY first

49.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: SPY, JEPQ, JEPI

Today

49.6%most shared, SPY and JEPQ

SPYJEPQJEPI

SPY—49.6%38.3%

JEPQ49.6%—26.6%

JEPI38.3%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

SPY$101 − $9 = $92

KeptFee

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