AVTM vs JEPI

AAVTM

BJEPI

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$14,448JEPI

Lowest cost0.23%AVTM · $23 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common29.4%AVTM and JEPI

AVTM

JEPI

Avantis Total Equity Markets ETF 1 · $743MJPMorgan Equity Premium Income ETF · $45.2B

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

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

0.23%Expense ratio$23 · $35 on $10k · lower wins0.35%

0.55%12-mo yield$55 · $793 on $10k7.93%

[…]Worst dropSmaller wins−6.7%

[…]VolatilityLower wins9.0%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsAVTM · JEPI

3.8%MSFT2.0%

5.2%AAPL2.0%

2.5%AMZN1.9%

5.1%NVDA1.7%

Held in common29.4%

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	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
2	AAVTM	Avantis Total Equity Markets ETF 1Read Desk		0.23%	0.55%	+2.6%	new	new	new	new	[…]	$743M

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	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
2	AAVTM	Avantis Total Equity Markets ETF 1Read Desk		0.23%	0.55%	+2.6%	new	new	new	new	[…]	$743M

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

AVTM vs JEPI

AVTM

Avantis Total Equity Markets ETF 1

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureAVTMJEPI

Fee0.23%0.35%

Cost on $10k a year$23$35

Yield0.55%7.93%

5 years, per year[…]+7.6%

3 years, per year[…]+11.0%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]9.0%

1–1measures won
level

29.4%

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%

$120BAssets$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: AVTM, JEPI

Today

29.4%most shared, AVTM and JEPI

AVTMJEPI

AVTM—29.4%

JEPI29.4%—

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

AVTM$55 − $23 = $32

KeptFee

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