TCAF vs JEPQ

ATCAF

BJEPQ

Measures won4–1TCAF wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.31%TCAF · $31 on $10k

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

Smallest drop−10.8%TCAF · worst fall in 1Y

Held in common2.6%TCAF and JEPQ

TCAF

JEPQ

T. Rowe Capital Appreciation Equity ETF · $7.9BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+20.3%3 years · per year$17,395 · $16,202+17.4%

[…]5 years · per year[…]

0.31%Expense ratio$31 · $35 on $10k · lower wins0.35%

0.45%12-mo yield$45 · $1,279 on $10k12.79%

−10.8%Worst dropSmaller wins−11.5%

13.1%VolatilityLower wins16.7%

4–1TCAF wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsTCAF · JEPQ

1.4%AVGO1.8%

0.6%SNPS0.5%

0.3%ISRG0.8%

0.8%DASH0.2%

Held in common2.6%

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							5Y/yr
1	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B
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							5Y/yr
1	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B
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

TCAF vs JEPQ

TCAF

T. Rowe Capital Appreciation Equity

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureTCAFJEPQ

Fee0.31%0.35%

Cost on $10k a year$31$35

Yield0.45%12.79%

5 years, per year[…][…]

3 years, per year+20.3%+17.4%

Worst drop · 1Y−10.8%−11.5%

Volatility · 1Y13.1%16.7%

4–1measures won
TCAF first

2.6%

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: TCAF, JEPQ

Today

2.6%most shared, TCAF and JEPQ

TCAFJEPQ

TCAF—2.6%

JEPQ2.6%—

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

TCAF$45 − $31 = $14

KeptFee

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