CALF vs JEPI

ACALF

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,272CALF · JEPI $14,118

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 common0.2%CALF and JEPI

CALF

JEPI

Pacer US Small Cap Cash Cows ETF · $3.9BJPMorgan Equity Premium Income ETF · $46.8B

+13.6%3 years · per year$14,659 · $13,562+10.7%

+7.4%5 years · per year$14,272 · $14,118+7.1%

0.59%Expense ratio$59 · $35 on $10k · lower wins0.35%

1.13%12-mo yield$113 · $809 on $10k8.09%

−7.9%Worst dropSmaller wins−6.7%

16.2%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsCALF · JEPI

1.9%LDOS0.2%

Held in common0.2%

End-of-day Nov 6, 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	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk		0.59%	1.13%	−1.4%	+28.6%	+33.3%	+13.6%	+7.4%	−7.9%	$3.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk		0.59%	1.13%	−1.4%	+28.6%	+33.3%	+13.6%	+7.4%	−7.9%	$3.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CALF vs JEPI

CALF

Pacer US Small Cap Cash Cows

$14,272

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureCALFJEPI

Fee0.59%0.35%

Cost on $10k a year$59$35

Yield1.13%8.09%

5 years, per year+7.4%+7.1%

3 years, per year+13.6%+10.7%

Worst drop · 1Y−7.9%−6.7%

Volatility · 1Y16.2%8.8%

4–2measures won
JEPI first

0.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CALF, JEPI

Today

0.2%most shared, CALF and JEPI

CALFJEPI

CALF—0.2%

JEPI0.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CALF$113 − $59 = $54

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee