XYZY vs JEPQ

AXYZY

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

Most income73.61%XYZY · $7,361 on $10k

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

Held in common[…]XYZY and JEPQ

XYZY

JEPQ

YieldMax XYZ Option Income Strategy ETF · $31MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+15.4%3 years · per year$15,358 · $17,450+20.4%

[…]5 years · per year[…]

1.36%Expense ratio$136 · $35 on $10k · lower wins0.35%

73.61%12-mo yield$7,361 · $1,228 on $10k12.28%

−33.3%Worst dropSmaller wins−8.8%

38.7%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsXYZY · JEPQ

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

Held in common[…]

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							5Y/yr
1	AXYZY	YieldMax XYZ Option Income Strategy ETFRead Desk		1.36%	73.61%	−0.8%	+9.1%	−4.2%	+15.4%	new	−33.3%	$31M
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							5Y/yr
1	AXYZY	YieldMax XYZ Option Income Strategy ETFRead Desk		1.36%	73.61%	−0.8%	+9.1%	−4.2%	+15.4%	new	−33.3%	$31M
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

XYZY vs JEPQ

XYZY

YieldMax XYZ Option Income Strategy

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureXYZYJEPQ

Fee1.36%0.35%

Cost on $10k a year$136$35

Yield73.61%12.28%

5 years, per year[…][…]

3 years, per year+15.4%+20.4%

Worst drop · 1Y−33.3%−8.8%

Volatility · 1Y38.7%15.5%

4–1measures won
JEPQ first

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: XYZY, JEPQ

Today

[…]holdings […]

XYZYJEPQ

XYZY—[…]

JEPQ[…]—

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

Income After Fees on $10,000

$7,225most kept, XYZY

XYZY$7,361 − $136 = $7,225

JEPQ$1,228 − $35 = $1,193

KeptFee

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