TUSB vs JEPQ

ATUSB

BJEPQ

Measures won3–1TUSB wins · of 6 · 5Y

$10,000 · 5Y$14,635JEPI

Lowest cost0.20%TUSB · $20 on $10k

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

Smallest drop−0.2%TUSB · worst fall in 1Y

Held in common[…]TUSB and JEPQ

TUSB

JEPQ

Thrivent Ultra Short Bond ETF · $200MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

[…]3 years · per year[…] · $17,406+20.3%

[…]5 years · per year[…]

0.20%Expense ratio$20 · $35 on $10k · lower wins0.35%

4.20%12-mo yield$420 · $1,217 on $10k12.17%

−0.2%Worst dropSmaller wins−8.8%

1.0%VolatilityLower wins15.5%

3–1TUSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTUSB · 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

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	ATUSB	Thrivent Ultra Short Bond ETFRead Desk	0.20%	4.20%	+0.1%	+3.6%	+4.4%	new	new	−0.2%	$200M
3	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

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	ATUSB	Thrivent Ultra Short Bond ETFRead Desk	0.20%	4.20%	+0.1%	+3.6%	+4.4%	new	new	−0.2%	$200M
3	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

TUSB vs JEPQ

TUSB

Thrivent Ultra Short Bond

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureTUSBJEPQ

Fee0.20%0.35%

Cost on $10k a year$20$35

Yield4.20%12.17%

5 years, per year[…][…]

3 years, per year[…]+20.3%

Worst drop · 1Y−0.2%−8.8%

Volatility · 1Y1.0%15.5%

3–1measures won
TUSB first

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

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: TUSB, JEPQ, JEPI

Today

27.0%most shared, JEPQ and JEPI

TUSBJEPQJEPI

TUSB—[…][…]

JEPQ[…]—27.0%

JEPI[…]27.0%—

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

JEPI$783 − $35 = $748

TUSB$420 − $20 = $400

KeptFee

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