VALQ vs JEPI

AVALQ

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,609VALQ · JEPI $14,108

Lowest cost0.29%VALQ · $29 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common20.0%VALQ and JEPI

VALQ

JEPI

American Century STOXX U.S. Quality Value ETF · $197MJPMorgan Equity Premium Income ETF · $46.8B

+16.7%3 years · per year$15,901 · $13,674+11.0%

+9.3%5 years · per year$15,609 · $14,108+7.1%

0.29%Expense ratio$29 · $35 on $10k · lower wins0.35%

1.69%12-mo yield$169 · $809 on $10k8.09%

−7.9%Worst dropSmaller wins−6.7%

11.6%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVALQ · JEPI

1.8%JNJ1.8%

1.8%ABBV1.7%

1.5%AAPL1.9%

1.6%PEP1.1%

Held in common20.0%

End-of-day Nov 5, 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	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk		0.29%	1.69%	−2.9%	+9.4%	+14.7%	+16.7%	+9.3%	−7.9%	$197M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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

Both

5Y2 funds

#			Trend
1	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk		0.29%	1.69%	−2.9%	+9.4%	+14.7%	+16.7%	+9.3%	−7.9%	$197M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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

Cards for this view

VALQ vs JEPI

VALQ

American Century STOXX U.S. Quality Value

$15,609

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureVALQJEPI

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield1.69%8.09%

5 years, per year+9.3%+7.1%

3 years, per year+16.7%+11.0%

Worst drop · 1Y−7.9%−6.7%

Volatility · 1Y11.6%8.8%

3–3measures won
level

20.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VALQ, JEPI

Today

20.0%most shared, VALQ and JEPI

VALQJEPI

VALQ—20.0%

JEPI20.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VALQ$169 − $29 = $140

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee