SVAL vs JEPQ

ASVAL

BJEPQ

Measures won4–1SVAL wins · of 6 · 5Y

$10,000 · 5Y$14,844SVAL

Lowest cost0.20%SVAL · $20 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−9.0%SVAL · worst fall in 1Y

Held in common0.0%SVAL and JEPQ

SVAL

JEPQ

iShares US Small Cap Value Factor ETF · $158MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+20.1%3 years · per year$17,331 · $16,202+17.4%

+8.2%5 years · per year$14,844 · […][…]

0.20%Expense ratio$20 · $35 on $10k · lower wins0.35%

2.25%12-mo yield$225 · $1,279 on $10k12.79%

−9.0%Worst dropSmaller wins−11.5%

15.4%VolatilityLower wins16.7%

4–1SVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsSVAL · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 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	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$158M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$158M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SVAL vs JEPQ

SVAL

iShares US Small Cap Value Factor

$14,844

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSVALJEPQ

Fee0.20%0.35%

Cost on $10k a year$20$35

Yield2.25%12.79%

5 years, per year+8.2%[…]

3 years, per year+20.1%+17.4%

Worst drop · 1Y−9.0%−11.5%

Volatility · 1Y15.4%16.7%

4–1measures won
SVAL first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SVAL, JEPQ

Today

0.0%most shared, SVAL and JEPQ

SVALJEPQ

SVAL—0.0%

JEPQ0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SVAL$225 − $20 = $205

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee