CDX vs JEPI

ACDX

BJEPI

Measures won3–2CDX wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income8.33%CDX · $833 on $10k

Smallest drop−5.9%CDX · worst fall in 1Y

Held in common8.2%CDX and JEPI

CDX

JEPI

Simplify High Yield ETF · $300MJPMorgan Equity Premium Income ETF · $45.2B

+5.7%3 years · per year$11,808 · $13,562+10.7%

[…]5 years · per year[…] · $14,118+7.1%

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

8.33%12-mo yield$833 · $809 on $10k8.09%

−5.9%Worst dropSmaller wins−6.7%

6.3%VolatilityLower wins8.8%

3–2CDX wins

$10,000 · 5 yearsOne scale

Shared top holdingsCDX · JEPI

0.4%ACN0.7%

0.3%AJG0.8%

0.3%SYK0.7%

0.3%ADSK0.3%

Held in common8.2%

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	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	ACDX	Simplify High Yield ETFRead Desk		0.50%	8.33%	+0.4%	−4.6%	−5.1%	+5.7%	new	−5.9%	$300M

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	ACDX	Simplify High Yield ETFRead Desk		0.50%	8.33%	+0.4%	−4.6%	−5.1%	+5.7%	new	−5.9%	$300M

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

CDX vs JEPI

CDX

Simplify High Yield

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureCDXJEPI

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield8.33%8.09%

5 years, per year[…]+7.1%

3 years, per year+5.7%+10.7%

Worst drop · 1Y−5.9%−6.7%

Volatility · 1Y6.3%8.8%

3–2measures won
CDX first

8.2%

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%

$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: CDX, JEPI

Today

8.2%most shared, CDX and JEPI

CDXJEPI

CDX—8.2%

JEPI8.2%—

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

Income After Fees on $10,000

$783most kept, CDX

CDX$833 − $50 = $783

JEPI$809 − $35 = $774

KeptFee

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