XMHQ vs JEPQ

AXMHQ

BJEPQ

Measures won3–2XMHQ wins · of 6 · 5Y

$10,000 · 5Y$16,455XMHQ

Lowest cost0.30%XMHQ · $30 on $10k

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

Smallest drop−8.4%XMHQ · worst fall in 1Y

Held in common0.0%XMHQ and JEPQ

XMHQ

JEPQ

Invesco S&P MidCap Quality ETF · $5.8BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+19.2%3 years · per year$16,923 · $17,450+20.4%

+10.5%5 years · per year$16,455 · […][…]

0.30%Expense ratio$30 · $35 on $10k · lower wins0.35%

0.55%12-mo yield$55 · $1,228 on $10k12.28%

−8.4%Worst dropSmaller wins−8.8%

14.7%VolatilityLower wins15.5%

3–2XMHQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMHQ · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	AXMHQ	Invesco S&P MidCap Quality ETFRead Desk		0.30%	0.55%	+0.3%	+17.9%	+17.8%	+19.2%	+10.5%	−8.4%	$5.8B
2	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

Both

5Y2 funds

#			Trend
1	AXMHQ	Invesco S&P MidCap Quality ETFRead Desk		0.30%	0.55%	+0.3%	+17.9%	+17.8%	+19.2%	+10.5%	−8.4%	$5.8B
2	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

XMHQ vs JEPQ

XMHQ

Invesco S&P MidCap Quality

$16,455

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureXMHQJEPQ

Fee0.30%0.35%

Cost on $10k a year$30$35

Yield0.55%12.28%

5 years, per year+10.5%[…]

3 years, per year+19.2%+20.4%

Worst drop · 1Y−8.4%−8.8%

Volatility · 1Y14.7%15.5%

3–2measures won
XMHQ first

0.0%

holdings shared

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

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

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

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: XMHQ, JEPQ

Today

0.0%most shared, XMHQ and JEPQ

XMHQJEPQ

XMHQ—0.0%

JEPQ0.0%—

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

XMHQ$55 − $30 = $25

KeptFee

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