JEPI vs WCEO

AJEPI

BWCEO

Measures won4–1JEPI wins · of 6 · 3Y

$10,000 · 3Y$17,414SCHD · WCEO $16,664

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common6.8%JEPI and WCEO

JEPI

WCEO

JPMorgan Equity Premium Income ETF · $46.8BHypatia Women CEO ETF · $14M

+11.0%3 years · per year$13,674 · $16,664+18.6%

+7.1%5 years · per year$14,108 · […][…]

0.35%Expense ratio$35 · $85 on $10k · lower wins0.85%

8.09%12-mo yield$809 · $55 on $10k0.55%

−6.7%Worst dropSmaller wins−7.3%

8.8%VolatilityLower wins14.3%

4–1JEPI wins

$10,000 · 3 yearsAll three, one scale

Shared top holdingsJEPI · WCEO

1.0%C1.0%

1.0%PGR0.9%

0.9%AMD0.9%

0.7%ACN0.9%

Held in common6.8%

End-of-day Nov 5, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

3Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BWCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	−3.6%	+16.5%	+20.7%	+18.6%	new	−7.3%	$14M
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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

All Three

3Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BWCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	−3.6%	+16.5%	+20.7%	+18.6%	new	−7.3%	$14M
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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

JEPI vs WCEO

JEPI

JPMorgan Equity Premium Income

$13,674

WCEO

Hypatia Women CEO

$16,664

MeasureJEPIWCEO

Fee0.35%0.85%

Cost on $10k a year$35$85

Yield8.09%0.55%

5 years, per year+7.1%[…]

3 years, per year+11.0%+18.6%

Worst drop · 1Y−6.7%−7.3%

Volatility · 1Y8.8%14.3%

4–1measures won
JEPI first

6.8%

holdings shared

Nov 5, 2026 · $10,000 three years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

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%

$42.6BAssets$46.8B

2–0JEPQ 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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SCHD, WCEO, JEPI

Today

8.1%most shared, SCHD and JEPI

SCHDWCEOJEPI

SCHD—2.8%8.1%

WCEO2.8%—6.8%

JEPI8.1%6.8%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$298 − $6 = $292

WCEO$55 − $85 = −$30

KeptFee

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