USMF vs JEPQ

AUSMF

BJEPQ

Measures won3–2USMF wins · of 6 · 5Y

$10,000 · 5Y$12,900USMF

Lowest cost0.28%USMF · $28 on $10k

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

Smallest drop−10.6%USMF · worst fall in 1Y

Held in common21.2%USMF and JEPQ

USMF

JEPQ

WisdomTree U.S. Multifactor Fund · $253MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+10.2%3 years · per year$13,397 · $16,202+17.4%

+5.2%5 years · per year$12,900 · […][…]

0.28%Expense ratio$28 · $35 on $10k · lower wins0.35%

1.36%12-mo yield$136 · $1,279 on $10k12.79%

−10.6%Worst dropSmaller wins−11.5%

13.0%VolatilityLower wins16.7%

3–2USMF wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMF · JEPQ

4.7%AAPL7.4%

3.7%NVDA6.6%

1.4%AVGO1.8%

1.1%META2.8%

Held in common21.2%

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	AUSMF	WisdomTree U.S. Multifactor FundRead Desk		0.28%	1.36%	+0.2%	−4.2%	−3.0%	+10.2%	+5.2%	−10.6%	$253M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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	AUSMF	WisdomTree U.S. Multifactor FundRead Desk		0.28%	1.36%	+0.2%	−4.2%	−3.0%	+10.2%	+5.2%	−10.6%	$253M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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

USMF vs JEPQ

USMF

WisdomTree U.S. Multifactor Fund

$12,900

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureUSMFJEPQ

Fee0.28%0.35%

Cost on $10k a year$28$35

Yield1.36%12.79%

5 years, per year+5.2%[…]

3 years, per year+10.2%+17.4%

Worst drop · 1Y−10.6%−11.5%

Volatility · 1Y13.0%16.7%

3–2measures won
USMF first

21.2%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: USMF, JEPQ

Today

21.2%most shared, USMF and JEPQ

USMFJEPQ

USMF—21.2%

JEPQ21.2%—

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

USMF$136 − $28 = $108

KeptFee

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