CBLS vs JEPI

ACBLS

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · CBLS $10,693

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 common14.3%CBLS and JEPI

CBLS

JEPI

Clough Hedged Equity ETF · $31MJPMorgan Equity Premium Income ETF · $45.2B

+14.0%3 years · per year$14,811 · $13,562+10.7%

+1.3%5 years · per year$10,693 · $14,118+7.1%

1.89%Expense ratio$189 · $35 on $10k · lower wins0.35%

0.90%12-mo yield$90 · $809 on $10k8.09%

−21.2%Worst dropSmaller wins−6.7%

19.9%VolatilityLower wins8.8%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsCBLS · JEPI

2.6%MSFT2.0%

2.4%AMZN1.9%

2.0%COST1.8%

2.4%PM1.7%

Held in common14.3%

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	ACBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.90%	+1.7%	−0.1%	−1.3%	+14.0%	+1.3%	−21.2%	$31M

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	ACBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.90%	+1.7%	−0.1%	−1.3%	+14.0%	+1.3%	−21.2%	$31M

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

CBLS vs JEPI

CBLS

Clough Hedged Equity

$10,693

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureCBLSJEPI

Fee1.89%0.35%

Cost on $10k a year$189$35

Yield0.90%8.09%

5 years, per year+1.3%+7.1%

3 years, per year+14.0%+10.7%

Worst drop · 1Y−21.2%−6.7%

Volatility · 1Y19.9%8.8%

5–1measures won
JEPI first

14.3%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CBLS, JEPI

Today

14.3%most shared, CBLS and JEPI

CBLSJEPI

CBLS—14.3%

JEPI14.3%—

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

CBLS$90 − $189 = −$99

KeptFee

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