ARTY vs JEPI

AARTY

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,675ARTY · JEPI $14,448

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 common8.8%ARTY and JEPI

ARTY

JEPI

iShares Future AI & Tech ETF · $3.4BJPMorgan Equity Premium Income ETF · $45.2B

+30.2%3 years · per year$22,051 · $13,679+11.0%

+8.0%5 years · per year$14,675 · $14,448+7.6%

0.47%Expense ratio$47 · $35 on $10k · lower wins0.35%

0.07%12-mo yield$7 · $793 on $10k7.93%

−27.7%Worst dropSmaller wins−6.7%

42.3%VolatilityLower wins9.0%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsARTY · JEPI

3.5%MSFT2.0%

4.7%NVDA1.7%

4.6%AVGO1.6%

5.3%AMD0.8%

Held in common8.8%

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	AARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.07%	+6.0%	+34.2%	+34.2%	+30.2%	+8.0%	−27.7%	$3.4B
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

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	AARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.07%	+6.0%	+34.2%	+34.2%	+30.2%	+8.0%	−27.7%	$3.4B
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

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

ARTY vs JEPI

ARTY

iShares Future AI & Tech

$14,675

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureARTYJEPI

Fee0.47%0.35%

Cost on $10k a year$47$35

Yield0.07%7.93%

5 years, per year+8.0%+7.6%

3 years, per year+30.2%+11.0%

Worst drop · 1Y−27.7%−6.7%

Volatility · 1Y42.3%9.0%

4–2measures won
JEPI first

8.8%

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: ARTY, JEPI

Today

8.8%most shared, ARTY and JEPI

ARTYJEPI

ARTY—8.8%

JEPI8.8%—

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

ARTY$7 − $47 = −$40

KeptFee

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