VALQ vs JEPQ

AVALQ

BJEPQ

Measures won3–2VALQ wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · VALQ $15,726

Lowest cost0.06%SCHD · $6 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common14.5%VALQ and JEPQ

VALQ

JEPQ

American Century STOXX U.S. Quality Value ETF · $193MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+17.9%3 years · per year$16,377 · $17,450+20.4%

+9.5%5 years · per year$15,726 · […][…]

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

1.67%12-mo yield$167 · $1,228 on $10k12.28%

−7.9%Worst dropSmaller wins−8.8%

11.2%VolatilityLower wins15.5%

3–2VALQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVALQ · JEPQ

1.5%AAPL6.9%

1.2%ADI1.2%

2.0%CSCO1.2%

0.9%META2.6%

Held in common14.5%

End-of-day Nov 3, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.67%	−0.8%	+10.8%	+14.6%	+17.9%	+9.5%	−7.9%	$193M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.67%	−0.8%	+10.8%	+14.6%	+17.9%	+9.5%	−7.9%	$193M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

VALQ vs JEPQ

VALQ

American Century STOXX U.S. Quality Value

$15,726

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureVALQJEPQ

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield1.67%12.28%

5 years, per year+9.5%[…]

3 years, per year+17.9%+20.4%

Worst drop · 1Y−7.9%−8.8%

Volatility · 1Y11.2%15.5%

3–2measures won
VALQ first

14.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: VALQ, JEPQ, SCHD

Today

32.5%most shared, VALQ and SCHD

VALQJEPQSCHD

VALQ—14.5%32.5%

JEPQ14.5%—3.7%

SCHD32.5%3.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

SCHD$297 − $6 = $291

VALQ$167 − $29 = $138

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee