CVMC vs JEPI

ACVMC

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,448JEPI

Lowest cost0.15%CVMC · $15 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common5.9%CVMC and JEPI

CVMC

JEPI

Calvert US Mid-Cap Core Responsible Index ETF · $116MJPMorgan Equity Premium Income ETF · $45.2B

+20.2%3 years · per year$17,384 · $13,679+11.0%

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

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

1.17%12-mo yield$117 · $793 on $10k7.93%

−9.3%Worst dropSmaller wins−6.7%

14.7%VolatilityLower wins9.0%

2–3JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVMC · JEPI

0.6%AJG0.8%

0.5%SRE0.9%

0.5%AZO0.5%

0.4%VTR0.6%

Held in common5.9%

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	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk		0.15%	1.17%	+2.5%	+20.7%	+24.1%	+20.2%	new	−9.3%	$116M

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	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk		0.15%	1.17%	+2.5%	+20.7%	+24.1%	+20.2%	new	−9.3%	$116M

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

CVMC vs JEPI

CVMC

Calvert US Mid-Cap Core Responsible Index

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureCVMCJEPI

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.17%7.93%

5 years, per year[…]+7.6%

3 years, per year+20.2%+11.0%

Worst drop · 1Y−9.3%−6.7%

Volatility · 1Y14.7%9.0%

3–2measures won
JEPI first

5.9%

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%

$120BAssets$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: CVMC, JEPI

Today

5.9%most shared, CVMC and JEPI

CVMCJEPI

CVMC—5.9%

JEPI5.9%—

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

CVMC$117 − $15 = $102

KeptFee

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