COSW vs JEPI

ACOSW

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,448JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income26.59%COSW · $2,659 on $10k

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

Held in common1.8%COSW and JEPI

COSW

JEPI

Roundhill COST WeeklyPay ETF · $12MJPMorgan Equity Premium Income ETF · $45.2B

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

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

0.99%Expense ratio$99 · $35 on $10k · lower wins0.35%

26.59%12-mo yield$2,659 · $793 on $10k7.93%

−22.5%Worst dropSmaller wins−6.7%

25.3%VolatilityLower wins9.0%

1–3JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsCOSW · JEPI

5.7%COST1.8%

Held in common1.8%

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	ACOSW	Roundhill COST WeeklyPay ETFRead Desk		0.99%	26.59%	+0.8%	+25.2%	+14.7%	new	new	−22.5%	$12M

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	ACOSW	Roundhill COST WeeklyPay ETFRead Desk		0.99%	26.59%	+0.8%	+25.2%	+14.7%	new	new	−22.5%	$12M

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

COSW vs JEPI

COSW

Roundhill COST WeeklyPay

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureCOSWJEPI

Fee0.99%0.35%

Cost on $10k a year$99$35

Yield26.59%7.93%

5 years, per year[…]+7.6%

3 years, per year[…]+11.0%

Worst drop · 1Y−22.5%−6.7%

Volatility · 1Y25.3%9.0%

3–1measures won
JEPI first

1.8%

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: COSW, JEPI

Today

1.8%most shared, COSW and JEPI

COSWJEPI

COSW—1.8%

JEPI1.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,560most kept, COSW

COSW$2,659 − $99 = $2,560

JEPI$793 − $35 = $758

KeptFee

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