AIYY vs JEPI

AAIYY

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · JEPI $14,448

Lowest cost0.03%VOO · $3 on $10k

Most income104.65%AIYY · $10,465 on $10k

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

Held in common[…]AIYY and JEPI

AIYY

JEPI

YieldMax AI Option Income Strategy ETF · $46MJPMorgan Equity Premium Income ETF · $45.2B

[…]3 years · per year[…] · $13,679+11.0%

[…]5 years · per year[…] · $14,448+7.6%

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

104.65%12-mo yield$10,465 · $793 on $10k7.93%

−47.6%Worst dropSmaller wins−6.7%

47.6%VolatilityLower wins9.0%

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 9, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	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
3	AAIYY	YieldMax AI Option Income Strategy ETFRead Desk	0.99%	104.65%	+3.0%	−26.7%	−33.7%	new	new	−47.6%	$46M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	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
3	AAIYY	YieldMax AI Option Income Strategy ETFRead Desk	0.99%	104.65%	+3.0%	−26.7%	−33.7%	new	new	−47.6%	$46M

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

AIYY vs JEPI

AIYY

YieldMax AI Option Income Strategy

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureAIYYJEPI

Fee0.99%0.35%

Cost on $10k a year$99$35

Yield104.65%7.93%

5 years, per year[…]+7.6%

3 years, per year[…]+11.0%

Worst drop · 1Y−47.6%−6.7%

Volatility · 1Y47.6%9.0%

3–1measures won
JEPI first

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

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: AIYY, JEPI, VOO

Today

38.2%most shared, JEPI and VOO

AIYYJEPIVOO

AIYY—[…][…]

JEPI[…]—38.2%

VOO[…]38.2%—

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

Income After Fees on $10,000

$10,366most kept, AIYY

AIYY$10,465 − $99 = $10,366

JEPI$793 − $35 = $758

VOO$107 − $3 = $104

KeptFee

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