THRO vs JEPQ

ATHRO

BJEPQ

Measures won3–2THRO wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−10.9%THRO · worst fall in 1Y

Held in common45.9%THRO and JEPQ

THRO

JEPQ

iShares U.S. Thematic Rotation Active ETF · $7.0BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+22.2%3 years · per year$18,241 · $16,202+17.4%

[…]5 years · per year[…]

0.57%Expense ratio$57 · $35 on $10k · lower wins0.35%

0.32%12-mo yield$32 · $1,279 on $10k12.79%

−10.9%Worst dropSmaller wins−11.5%

15.3%VolatilityLower wins16.7%

3–2THRO wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsTHRO · JEPQ

8.6%AAPL7.4%

7.3%NVDA6.6%

6.4%MSFT6.1%

4.7%AMZN4.4%

Held in common45.9%

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	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk		0.57%	0.32%	+0.3%	+7.6%	+7.9%	+22.2%	new	−10.9%	$7.0B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk		0.57%	0.32%	+0.3%	+7.6%	+7.9%	+22.2%	new	−10.9%	$7.0B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

THRO vs JEPQ

THRO

iShares U.S. Thematic Rotation Active

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureTHROJEPQ

Fee0.57%0.35%

Cost on $10k a year$57$35

Yield0.32%12.79%

5 years, per year[…][…]

3 years, per year+22.2%+17.4%

Worst drop · 1Y−10.9%−11.5%

Volatility · 1Y15.3%16.7%

3–2measures won
THRO first

45.9%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: THRO, JEPQ

Today

45.9%most shared, THRO and JEPQ

THROJEPQ

THRO—45.9%

JEPQ45.9%—

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

THRO$32 − $57 = −$25

KeptFee

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