AMLP vs JEPI

AAMLP

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,959AMLP · JEPI $14,108

Lowest cost0.35%JEPI · $35 on $10k

Most income8.14%AMLP · $814 on $10k

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

Held in common0.0%AMLP and JEPI

AMLP

JEPI

Alerian MLP ETF · $12.3BJPMorgan Equity Premium Income ETF · $46.1B

+14.9%3 years · per year$15,151 · $13,674+11.0%

+16.0%5 years · per year$20,959 · $14,108+7.1%

1.01%Expense ratio$101 · $35 on $10k · lower wins0.35%

8.14%12-mo yield$814 · $809 on $10k8.09%

−11.0%Worst dropSmaller wins−6.7%

13.4%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAMLP · JEPI

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

Held in common0.0%

End-of-day Nov 5, 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	AAMLP	Alerian MLP ETFRead Desk		1.01%	8.14%	−2.2%	+12.8%	+16.3%	+14.9%	+16.0%	−11.0%	$12.3B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

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

Both

5Y2 funds

#			Trend
1	AAMLP	Alerian MLP ETFRead Desk		1.01%	8.14%	−2.2%	+12.8%	+16.3%	+14.9%	+16.0%	−11.0%	$12.3B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

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

Cards for this view

AMLP vs JEPI

AMLP

Alerian MLP

$20,959

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureAMLPJEPI

Fee1.01%0.35%

Cost on $10k a year$101$35

Yield8.14%8.09%

5 years, per year+16.0%+7.1%

3 years, per year+14.9%+11.0%

Worst drop · 1Y−11.0%−6.7%

Volatility · 1Y13.4%8.8%

3–2measures won
JEPI first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: AMLP, JEPI

Today

0.0%most shared, AMLP and JEPI

AMLPJEPI

AMLP—0.0%

JEPI0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

AMLP$814 − $101 = $713

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee