BLUI vs JEPI

ABLUI

BJEPI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,448JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income7.93%JEPI · $793 on $10k

Smallest drop−3.7%BLUI · worst fall in 1Y

Held in common0.0%BLUI and JEPI

BLUI

JEPI

Bluemonte Diversified Income ETF · $123MJPMorgan Equity Premium Income ETF · $45.2B

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

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

0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%

5.22%12-mo yield$522 · $793 on $10k7.93%

−3.7%Worst dropSmaller wins−6.7%

4.1%VolatilityLower wins9.0%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsBLUI · JEPI

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

Held in common0.0%

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	ABLUI	Bluemonte Diversified Income ETFRead Desk		0.80%	5.22%	+0.5%	+3.7%	+4.6%	new	new	−3.7%	$123M

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	ABLUI	Bluemonte Diversified Income ETFRead Desk		0.80%	5.22%	+0.5%	+3.7%	+4.6%	new	new	−3.7%	$123M

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

BLUI vs JEPI

BLUI

Bluemonte Diversified Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureBLUIJEPI

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield5.22%7.93%

5 years, per year[…]+7.6%

3 years, per year[…]+11.0%

Worst drop · 1Y−3.7%−6.7%

Volatility · 1Y4.1%9.0%

2–2measures won
level

0.0%

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: BLUI, JEPI

Today

0.0%most shared, BLUI and JEPI

BLUIJEPI

BLUI—0.0%

JEPI0.0%—

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

BLUI$522 − $80 = $442

KeptFee

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