JEPI vs WCEO

AJEPI

BWCEO

Measures won4–2JEPI wins · of 6 · YTD

$10,000 · YTD$13,138SCHD · WCEO $11,671

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 common6.7%JEPI and WCEO

YTD

JEPI

WCEO

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

+5.3%Year to dateJan 1 → Nov 6+16.7%

+8.2%1 yearTotal return+20.1%

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%

4–2JEPI wins

$10,000 · since Jan 1All 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 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

YTD4 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%	$120.5B
2	BWCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	+0.2%	+16.7%	+20.1%	+18.6%	new	−7.3%	$14M
3	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B
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

YTD4 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%	$120.5B
2	BWCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	+0.2%	+16.7%	+20.1%	+18.6%	new	−7.3%	$14M
3	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B
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

$10,823

WCEO

Hypatia Women CEO

$12,006

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 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

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

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: JEPI, WCEO, SCHD, CGDV

Today

27.1%most shared, JEPI and CGDV

JEPIWCEOSCHDCGDV

JEPI—6.7%8.2%27.1%

WCEO6.7%—2.8%0.7%

SCHD8.2%2.8%—5.9%

CGDV27.1%0.7%5.9%—

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

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

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