TOK vs JEPQ

ATOK

BJEPQ

Measures won4–1TOK wins · of 6 · 5Y

$10,000 · 5Y$16,299TOK

Lowest cost0.25%TOK · $25 on $10k

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

Smallest drop−9.1%TOK · worst fall in 1Y

Held in common38.9%TOK and JEPQ

TOK

JEPQ

iShares MSCI Kokusai ETF · $230MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+21.1%3 years · per year$17,757 · $16,202+17.4%

+10.3%5 years · per year$16,299 · […][…]

0.25%Expense ratio$25 · $35 on $10k · lower wins0.35%

1.33%12-mo yield$133 · $1,279 on $10k12.79%

−9.1%Worst dropSmaller wins−11.5%

13.2%VolatilityLower wins16.7%

4–1TOK wins

$10,000 · 5 yearsOne scale

Shared top holdingsTOK · JEPQ

6.1%AAPL7.4%

5.0%NVDA6.6%

4.6%MSFT6.1%

3.0%AMZN4.4%

Held in common38.9%

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
1	ATOK	iShares MSCI Kokusai ETFRead Desk		0.25%	1.33%	−0.5%	+8.2%	+10.1%	+21.1%	+10.3%	−9.1%	$230M
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
1	ATOK	iShares MSCI Kokusai ETFRead Desk		0.25%	1.33%	−0.5%	+8.2%	+10.1%	+21.1%	+10.3%	−9.1%	$230M
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

TOK vs JEPQ

TOK

iShares MSCI Kokusai

$16,299

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureTOKJEPQ

Fee0.25%0.35%

Cost on $10k a year$25$35

Yield1.33%12.79%

5 years, per year+10.3%[…]

3 years, per year+21.1%+17.4%

Worst drop · 1Y−9.1%−11.5%

Volatility · 1Y13.2%16.7%

4–1measures won
TOK first

38.9%

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: TOK, JEPQ

Today

38.9%most shared, TOK and JEPQ

TOKJEPQ

TOK—38.9%

JEPQ38.9%—

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

TOK$133 − $25 = $108

KeptFee

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