JEPI vs WCEO

AJEPI

BWCEO

Measures won4–1JEPI wins · of 6 · 3Y

$10,000 · 3Y$17,266SCHD · WCEO $16,677

Lowest cost0.04%VIG · $4 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common6.7%JEPI and WCEO

JEPI

WCEO

JPMorgan Equity Premium Income ETF · $46.8BHypatia Women CEO ETF · $13M

+10.7%3 years · per year$13,562 · $16,677+18.6%

+7.1%5 years · per year$14,118 · […][…]

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 four, one scale

Shared top holdingsJEPI · WCEO

1.0%PGR1.0%

1.0%C0.9%

0.8%AMD0.7%

0.7%ACN1.0%

Held in common6.7%

End-of-day Nov 6, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

3Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BWCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	+0.2%	+16.7%	+20.1%	+18.6%	new	−7.3%	$13M
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

3Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BWCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	+0.2%	+16.7%	+20.1%	+18.6%	new	−7.3%	$13M
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 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

$13,562

WCEO

Hypatia Women CEO

$16,677

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+10.7%+18.6%

Worst drop · 1Y−6.7%−7.3%

Volatility · 1Y8.8%14.3%

4–1measures won
JEPI first

6.7%

holdings shared

Nov 6, 2026 · $10,000 three years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VIG, WCEO, JEPI, SCHD

Today

30.7%most shared, VIG and JEPI

VIGWCEOJEPISCHD

VIG—4.8%30.7%14.5%

WCEO4.8%—6.7%2.8%

JEPI30.7%6.7%—8.2%

SCHD14.5%2.8%8.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

WCEO$55 − $85 = −$30

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee