JEPI vs QQQ

AJEPI

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,625QQQ · VOO $17,749

Lowest cost0.03%VOO · $3 on $10k

Most income7.96%JEPI · $796 on $10k

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

Held in common26.1%JEPI and QQQ

JEPI

QQQ

JPMorgan Equity Premium Income ETF · $46.0BInvesco QQQ Trust, Series 1 · $461B

+12.4%3 years · per year$14,201 · $20,184+26.4%

+7.4%5 years · per year$14,322 · $18,625+13.2%

0.35%Expense ratio$35 · $18 on $10k · lower wins0.18%

7.96%12-mo yield$796 · $45 on $10k0.45%

−6.7%Worst dropSmaller wins−11.7%

7.9%VolatilityLower wins20.3%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPI · QQQ

1.9%AAPL8.1%

1.9%MSFT6.2%

1.8%AMZN4.4%

1.7%COST2.1%

Held in common26.1%

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 Four

5Y4 funds

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+0.6%	+11.9%	+9.4%	+26.4%	+13.2%	−11.7%	$461.3B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	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
4	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

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

All Four

5Y4 funds

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+0.6%	+11.9%	+9.4%	+26.4%	+13.2%	−11.7%	$461.3B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	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
4	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

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

JEPI vs QQQ

JEPI

JPMorgan Equity Premium Income

$14,322

QQQ

Invesco QQQ Trust

$18,625

MeasureJEPIQQQ

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield7.96%0.45%

5 years, per year+7.4%+13.2%

3 years, per year+12.4%+26.4%

Worst drop · 1Y−6.7%−11.7%

Volatility · 1Y7.9%20.3%

3–3measures won
level

26.1%

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: VOO, QQQ, SCHD, JEPI

Today

55.2%most shared, VOO and QQQ

VOOQQQSCHDJEPI

VOO—55.2%7.6%37.4%

QQQ55.2%—5.4%26.1%

SCHD7.6%5.4%—8.2%

JEPI37.4%26.1%8.2%—

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

SCHD$297 − $6 = $291

VOO$107 − $3 = $104

QQQ$45 − $18 = $27

KeptFee

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