SVAL vs JEPQ

ASVAL

BJEPQ

Measures won3–2SVAL wins · of 6 · 5Y

$10,000 · 5Y$15,301SVAL · JEPI $14,322

Lowest cost0.20%SVAL · $20 on $10k

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

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

Held in common0.0%SVAL and JEPQ

SVAL

JEPQ

iShares US Small Cap Value Factor ETF · $163MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+22.3%3 years · per year$18,272 · $17,450+20.4%

+8.9%5 years · per year$15,301 · […][…]

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

2.17%12-mo yield$217 · $1,228 on $10k12.28%

−9.0%Worst dropSmaller wins−8.8%

14.8%VolatilityLower wins15.5%

3–2SVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSVAL · JEPQ

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

Held in common0.0%

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	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.17%	−1.0%	+26.6%	+33.2%	+22.3%	+8.9%	−9.0%	$163M
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	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.17%	−1.0%	+26.6%	+33.2%	+22.3%	+8.9%	−9.0%	$163M
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

SVAL vs JEPQ

SVAL

iShares US Small Cap Value Factor

$15,301

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSVALJEPQ

Fee0.20%0.35%

Cost on $10k a year$20$35

Yield2.17%12.28%

5 years, per year+8.9%[…]

3 years, per year+22.3%+20.4%

Worst drop · 1Y−9.0%−8.8%

Volatility · 1Y14.8%15.5%

3–2measures won
SVAL first

0.0%

holdings shared

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

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

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

Overlap: SVAL, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

SVALJEPQJEPI

SVAL—0.0%0.0%

JEPQ0.0%—26.6%

JEPI0.0%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

SVAL$217 − $20 = $197

KeptFee

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