SWAN vs JEPQ

ASWAN

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$10,678SWAN

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−7.0%SWAN · worst fall in 1Y

Held in common0.0%SWAN and JEPQ

SWAN

JEPQ

Amplify BlackSwan Growth & Treasury Core ETF · $150MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+14.1%3 years · per year$14,848 · $16,202+17.4%

+1.3%5 years · per year$10,678 · […][…]

0.49%Expense ratio$49 · $35 on $10k · lower wins0.35%

3.46%12-mo yield$346 · $1,279 on $10k12.79%

−7.0%Worst dropSmaller wins−11.5%

11.1%VolatilityLower wins16.7%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsSWAN · 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	ASWAN	Amplify BlackSwan Growth & Treasury Core ETFRead Desk		0.49%	3.46%	+0.1%	+0.7%	+1.0%	+14.1%	+1.3%	−7.0%	$150M
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	ASWAN	Amplify BlackSwan Growth & Treasury Core ETFRead Desk		0.49%	3.46%	+0.1%	+0.7%	+1.0%	+14.1%	+1.3%	−7.0%	$150M
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

SWAN vs JEPQ

SWAN

Amplify BlackSwan Growth & Treasury Core

$10,678

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSWANJEPQ

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield3.46%12.79%

5 years, per year+1.3%[…]

3 years, per year+14.1%+17.4%

Worst drop · 1Y−7.0%−11.5%

Volatility · 1Y11.1%16.7%

3–2measures won
JEPQ 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: SWAN, JEPQ

Today

0.0%most shared, SWAN and JEPQ

SWANJEPQ

SWAN—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

SWAN$346 − $49 = $297

KeptFee

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