XVV vs JEPQ

AXVV

BJEPQ

Measures won4–1XVV wins · of 6 · 5Y

$10,000 · 5Y$16,836XVV

Lowest cost0.08%XVV · $8 on $10k

Most income12.37%JEPQ · $1,237 on $10k

Smallest drop−10.6%XVV · worst fall in 1Y

Held in common43.6%XVV and JEPQ

XVV

JEPQ

iShares ESG Select Screened S&P 500 ETF · $883MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+21.0%3 years · per year$17,737 · $16,188+17.4%

+11.0%5 years · per year$16,836 · […][…]

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

0.95%12-mo yield$95 · $1,237 on $10k12.37%

−10.6%

End-of-day Nov 13, 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	AXVV	iShares ESG Select Screened S&P 500 ETFRead Desk		0.08%	0.95%	−0.4%	+9.6%	+9.8%	+21.0%	+11.0%	−10.6%	$883M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.1B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AXVV	iShares ESG Select Screened S&P 500 ETFRead Desk		0.08%	0.95%	−0.4%	+9.6%	+9.8%	+21.0%	+11.0%	−10.6%	$883M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.1B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XVV vs JEPQ

XVV

iShares ESG Select Screened S&P 500

$16,836

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureXVVJEPQ

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield0.95%12.37%

5 years, per year+11.0%[…]

3 years, per year+21.0%+17.4%

Worst drop · 1Y−10.6%−11.5%

Volatility · 1Y14.4%

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XVV vs JEPQ

Both

Both

$10,000 in XVV, JEPQ

Overlap: XVV, JEPQ

XVV vs JEPQ

JEPQ vs JEPI

SCHD vs VIG

SPYM vs SPY

Overlap: XVV, JEPQ

Income After Fees on $10,000