SPYM vs JEPQ

ASPYM

BJEPQ

Measures won3–2SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM

Lowest cost0.02%SPYM · $2 on $10k

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

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

Held in common49.6%SPYM and JEPQ

SPYM

JEPQ

State Street SPDR Portfolio S&P 500 ETF · $185BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+24.1%3 years · per year$19,092 · $17,450+20.4%

+12.2%5 years · per year$17,749 · […][…]

0.02%Expense ratio$2 · $35 on $10k · lower wins0.35%

1.03%12-mo yield$103 · $1,228 on $10k12.28%

−8.9%Worst dropSmaller wins−8.8%

12.7%VolatilityLower wins15.5%

3–2SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPYM · 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

Both

5Y2 funds

#			Trend
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	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

Both

5Y2 funds

#			Trend
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	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

SPYM vs JEPQ

SPYM

SPDR Portfolio S&P 500

$17,749

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSPYMJEPQ

Fee0.02%0.35%

Cost on $10k a year$2$35

Yield1.03%12.28%

5 years, per year+12.2%[…]

3 years, per year+24.1%+20.4%

Worst drop · 1Y−8.9%−8.8%

Volatility · 1Y12.7%15.5%

3–2measures won
SPYM first

49.6%

holdings shared

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ 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

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: SPYM, JEPQ

Today

49.6%most shared, SPYM and JEPQ

SPYMJEPQ

SPYM—49.6%

JEPQ49.6%—

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

SPYM$103 − $2 = $101

KeptFee

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