BFOR vs JEPI

ABFOR

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$15,209BFOR · JEPI $14,108

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common9.8%BFOR and JEPI

BFOR

JEPI

ALPS ETF Trust - Barron's 400 ETF · $244MJPMorgan Equity Premium Income ETF · $46.1B

+19.8%3 years · per year$17,212 · $13,674+11.0%

+8.7%5 years · per year$15,209 · $14,108+7.1%

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

0.54%12-mo yield$54 · $809 on $10k8.09%

−9.0%Worst dropSmaller wins−6.7%

14.6%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsBFOR · JEPI

0.3%ISRG0.7%

0.3%LLY1.2%

0.3%SYK0.7%

0.3%ADSK0.3%

Held in common9.8%

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	ABFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk		0.65%	0.54%	−4.4%	+9.8%	+15.0%	+19.8%	+8.7%	−9.0%	$244M
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	ABFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk		0.65%	0.54%	−4.4%	+9.8%	+15.0%	+19.8%	+8.7%	−9.0%	$244M
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

BFOR vs JEPI

BFOR

ALPS ETF Trust - Barron's 400

$15,209

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureBFORJEPI

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield0.54%8.09%

5 years, per year+8.7%+7.1%

3 years, per year+19.8%+11.0%

Worst drop · 1Y−9.0%−6.7%

Volatility · 1Y14.6%8.8%

4–2measures won
JEPI first

9.8%

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: BFOR, JEPI

Today

9.8%most shared, BFOR and JEPI

BFORJEPI

BFOR—9.8%

JEPI9.8%—

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

BFOR$54 − $65 = −$11

KeptFee

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