BAMA vs JEPI5YBAMABAMAAvsBJEPIJEPIBrookstone Active ETF · $45MJPMorgan Equity Premium Income ETF · $47.1BReturns · dividends in+13.3%3 years · per year$14,563 · $13,696+11.1%[…]5 years · per year[…] · $14,519+7.7%Cost and income0.95%Expense ratio$95 · $35 on $10k · lower wins0.35%1.47%12-mo yield$147 · $787 on $10k7.87%
Overlap: BAMA, JEPI, SCHDToday8.5%most shared, JEPI and SCHDBAMAJEPISCHDBAMA—0.0%0.0%JEPI0.0%—8.5%SCHD0.0%8.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
BAMA vs JEPI5YABAMABrookstone Active[…]vsJEPIBJPMorgan Equity Premium Income$14,519MeasureBAMAJEPIFee0.95%0.35%Cost on $10k a year$95$35Yield1.47%7.87%5 years, per year[…]+7.7%3 years, per year+13.3%+11.1%Worst drop · 1Y−7.4%−6.7%Volatility · 1Y11.6%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.1B3ABAMABrookstone Active ETFReadDesk0.95%1.47%−0.3%+5.6%+5.9%+13.3%new−7.4%$45MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.1B3ABAMABrookstone Active ETFReadDesk0.95%1.47%−0.3%+5.6%+5.9%+13.3%new−7.4%$45MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: BAMA, JEPI, SCHDToday8.5%most shared, JEPI and SCHDBAMAJEPISCHDBAMA—0.0%0.0%JEPI0.0%—8.5%SCHD0.0%8.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$752most kept, JEPIJEPI$787 − $35 = $752SCHD$292 − $6 = $286BAMA$147 − $95 = $52KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee