ALTY vs JEPI

AALTY

BJEPI

Measures won4–2ALTY wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · ALTY $12,411

Lowest cost0.35%JEPI · $35 on $10k

Most income8.17%ALTY · $817 on $10k

Smallest drop−5.3%ALTY · worst fall in 1Y

Held in common0.0%ALTY and JEPI

ALTY

JEPI

Global X Alternative Income ETF · $46MJPMorgan Equity Premium Income ETF · $46.8B

+11.6%3 years · per year$13,892 · $13,562+10.7%

+4.4%5 years · per year$12,411 · $14,118+7.1%

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

8.17%12-mo yield$817 · $809 on $10k8.09%

−5.3%Worst dropSmaller wins−6.7%

6.5%VolatilityLower wins8.8%

4–2ALTY wins

$10,000 · 5 yearsOne scale

Shared top holdingsALTY · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 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%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	AALTY	Global X Alternative Income ETFRead Desk		0.50%	8.17%	+0.2%	+3.1%	+5.0%	+11.6%	+4.4%	−5.3%	$46M

End-of-day Nov 6, 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%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	AALTY	Global X Alternative Income ETFRead Desk		0.50%	8.17%	+0.2%	+3.1%	+5.0%	+11.6%	+4.4%	−5.3%	$46M

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

ALTY vs JEPI

ALTY

Global X Alternative Income

$12,411

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureALTYJEPI

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield8.17%8.09%

5 years, per year+4.4%+7.1%

3 years, per year+11.6%+10.7%

Worst drop · 1Y−5.3%−6.7%

Volatility · 1Y6.5%8.8%

4–2measures won
ALTY first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five 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

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

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: ALTY, JEPI

Today

0.0%most shared, ALTY and JEPI

ALTYJEPI

ALTY—0.0%

JEPI0.0%—

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

ALTY$817 − $50 = $767

KeptFee

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