TLH vs JEPQ

ATLH

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$7,791TLH

Lowest cost0.15%TLH · $15 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common[…]TLH and JEPQ

TLH

JEPQ

iShares 10-20 Year Treasury Bond ETF · $12.3BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+5.0%3 years · per year$11,581 · $17,406+20.3%

−4.9%5 years · per year$7,791 · […][…]

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

4.65%12-mo yield$465 · $1,217 on $10k12.17%

−10.3%Worst dropSmaller wins−8.8%

8.1%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsTLH · JEPQ

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

Held in common[…]

End-of-day Nov 4, 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	ATLH	iShares 10-20 Year Treasury Bond ETFRead Desk		0.15%	4.65%	+0.7%	−1.9%	−2.8%	+5.0%	−4.9%	−10.3%	$12.3B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ATLH	iShares 10-20 Year Treasury Bond ETFRead Desk		0.15%	4.65%	+0.7%	−1.9%	−2.8%	+5.0%	−4.9%	−10.3%	$12.3B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TLH vs JEPQ

TLH

iShares 10-20 Year Treasury Bond

$7,791

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureTLHJEPQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield4.65%12.17%

5 years, per year−4.9%[…]

3 years, per year+5.0%+20.3%

Worst drop · 1Y−10.3%−8.8%

Volatility · 1Y8.1%15.5%

3–2measures won
JEPQ first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TLH, JEPQ

Today

[…]holdings […]

TLHJEPQ

TLH—[…]

JEPQ[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

TLH$465 − $15 = $450

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee