ACES vs JEPI

AACES

BJEPI

Measures won0–6JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,448JEPI · ACES $3,559

Lowest cost0.35%JEPI · $35 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common0.4%ACES and JEPI

ACES

JEPI

ALPS Clean Energy ETF · $93MJPMorgan Equity Premium Income ETF · $45.2B

−3.0%3 years · per year$9,122 · $13,679+11.0%

−18.7%5 years · per year$3,559 · $14,448+7.6%

0.55%Expense ratio$55 · $35 on $10k · lower wins0.35%

0.67%12-mo yield$67 · $793 on $10k7.93%

−40.5%Worst dropSmaller wins−6.7%

33.3%VolatilityLower wins9.0%

0–6JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsACES · JEPI

5.2%TSLA0.4%

Held in common0.4%

End-of-day Nov 9, 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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	AACES	ALPS Clean Energy ETFRead Desk		0.55%	0.67%	+1.3%	−13.9%	−18.6%	−3.0%	−18.7%	−40.5%	$93M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	AACES	ALPS Clean Energy ETFRead Desk		0.55%	0.67%	+1.3%	−13.9%	−18.6%	−3.0%	−18.7%	−40.5%	$93M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACES vs JEPI

ACES

ALPS Clean Energy

$3,559

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureACESJEPI

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield0.67%7.93%

5 years, per year−18.7%+7.6%

3 years, per year−3.0%+11.0%

Worst drop · 1Y−40.5%−6.7%

Volatility · 1Y33.3%9.0%

6–0measures won
JEPI first

0.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: ACES, JEPI

Today

0.4%most shared, ACES and JEPI

ACESJEPI

ACES—0.4%

JEPI0.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

ACES$67 − $55 = $12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee