AIYY vs JEPI

AAIYY

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,027DGRO · JEPI $14,322

Lowest cost0.08%DGRO · $8 on $10k

Most income110.06%AIYY · $11,006 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common[…]AIYY and JEPI

AIYY

JEPI

YieldMax AI Option Income Strategy ETF · $46MJPMorgan Equity Premium Income ETF · $46.0B

[…]3 years · per year[…] · $14,201+12.4%

[…]5 years · per year[…] · $14,322+7.4%

0.99%Expense ratio$99 · $35 on $10k · lower wins0.35%

110.06%12-mo yield$11,006 · $796 on $10k7.96%

−51.9%Worst dropSmaller wins−6.7%

47.9%VolatilityLower wins7.9%

1–3JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAIYY · JEPI

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

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	AAIYY	YieldMax AI Option Income Strategy ETFRead Desk	0.99%	110.06%	−0.8%	−28.9%	−43.4%	new	new	−51.9%	$46M

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

All Three

5Y3 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	AAIYY	YieldMax AI Option Income Strategy ETFRead Desk	0.99%	110.06%	−0.8%	−28.9%	−43.4%	new	new	−51.9%	$46M

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

AIYY vs JEPI

AIYY

YieldMax AI Option Income Strategy

[…]

JEPI

JPMorgan Equity Premium Income

$14,322

MeasureAIYYJEPI

Fee0.99%0.35%

Cost on $10k a year$99$35

Yield110.06%7.96%

5 years, per year[…]+7.4%

3 years, per year[…]+12.4%

Worst drop · 1Y−51.9%−6.7%

Volatility · 1Y47.9%7.9%

3–1measures won
JEPI first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

Overlap: AIYY, JEPI, DGRO

Today

34.0%most shared, JEPI and DGRO

AIYYJEPIDGRO

AIYY—[…][…]

JEPI[…]—34.0%

DGRO[…]34.0%—

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

Income After Fees on $10,000

$10,907most kept, AIYY

AIYY$11,006 − $99 = $10,907

JEPI$796 − $35 = $761

DGRO$185 − $8 = $177

KeptFee

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