TDIV vs JEPQ

ATDIV

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$21,639TDIV

Lowest cost0.35%JEPQ · $35 on $10k

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

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

Held in common14.0%TDIV and JEPQ

TDIV

JEPQ

First Trust NASDAQ Technology Dividend Index Fund · $4.3BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+30.3%3 years · per year$22,101 · $17,450+20.4%

+16.7%5 years · per year$21,639 · […][…]

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

1.39%12-mo yield$139 · $1,228 on $10k12.28%

−16.3%Worst dropSmaller wins−8.8%

20.8%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDIV · JEPQ

8.3%MSFT5.5%

7.1%AVGO1.9%

3.6%ADI1.2%

1.9%CSCO1.2%

Held in common14.0%

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

Both

5Y2 funds

#			Trend
1	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.39%	+1.0%	+18.6%	+14.4%	+30.3%	+16.7%	−16.3%	$4.3B
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	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.39%	+1.0%	+18.6%	+14.4%	+30.3%	+16.7%	−16.3%	$4.3B
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

TDIV vs JEPQ

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,639

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureTDIVJEPQ

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield1.39%12.28%

5 years, per year+16.7%[…]

3 years, per year+30.3%+20.4%

Worst drop · 1Y−16.3%−8.8%

Volatility · 1Y20.8%15.5%

4–1measures won
JEPQ first

14.0%

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

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: TDIV, JEPQ

Today

14.0%most shared, TDIV and JEPQ

TDIVJEPQ

TDIV—14.0%

JEPQ14.0%—

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

TDIV$139 − $50 = $89

KeptFee

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