XMVM vs JEPQ

AXMVM

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$17,042XMVM

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common0.0%XMVM and JEPQ

XMVM

JEPQ

Invesco S&P MidCap Value with Momentum ETF · $543MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+21.1%3 years · per year$17,745 · $17,406+20.3%

+11.3%5 years · per year$17,042 · […][…]

0.37%Expense ratio$37 · $35 on $10k · lower wins0.35%

1.87%12-mo yield$187 · $1,217 on $10k12.17%

−9.2%Worst dropSmaller wins−8.8%

13.8%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMVM · JEPQ

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

Held in common0.0%

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	AXMVM	Invesco S&P MidCap Value with Momentum ETFRead Desk		0.37%	1.87%	−3.1%	+15.2%	+24.3%	+21.1%	+11.3%	−9.2%	$543M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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	AXMVM	Invesco S&P MidCap Value with Momentum ETFRead Desk		0.37%	1.87%	−3.1%	+15.2%	+24.3%	+21.1%	+11.3%	−9.2%	$543M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

XMVM vs JEPQ

XMVM

Invesco S&P MidCap Value with Momentum

$17,042

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureXMVMJEPQ

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield1.87%12.17%

5 years, per year+11.3%[…]

3 years, per year+21.1%+20.3%

Worst drop · 1Y−9.2%−8.8%

Volatility · 1Y13.8%15.5%

3–2measures won
JEPQ first

0.0%

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%

$42.1BAssets$46.1B

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%

$123BAssets$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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XMVM, JEPQ

Today

0.0%most shared, XMVM and JEPQ

XMVMJEPQ

XMVM—0.0%

JEPQ0.0%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

XMVM$187 − $37 = $150

KeptFee

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