DEEP vs JEPI

ADEEP

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,453JEPI · DEEP $12,513

Lowest cost0.35%JEPI · $35 on $10k

Most income7.92%JEPI · $792 on $10k

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

Held in common0.0%DEEP and JEPI

DEEP

JEPI

Acquirers Small and Micro Deep Value ETF · $25MJPMorgan Equity Premium Income ETF · $45.2B

+12.5%3 years · per year$14,247 · $13,684+11.0%

+4.6%5 years · per year$12,513 · $14,453+7.6%

0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%

2.05%12-mo yield$205 · $792 on $10k7.92%

−8.9%Worst dropSmaller wins−6.7%

17.6%VolatilityLower wins9.0%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsDEEP · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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%	7.92%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	ADEEP	Acquirers Small and Micro Deep Value ETFRead Desk		0.80%	2.05%	+2.6%	+21.4%	+27.0%	+12.5%	+4.6%	−8.9%	$25M

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%	7.92%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	ADEEP	Acquirers Small and Micro Deep Value ETFRead Desk		0.80%	2.05%	+2.6%	+21.4%	+27.0%	+12.5%	+4.6%	−8.9%	$25M

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

DEEP vs JEPI

DEEP

Acquirers Small and Micro Deep Value

$12,513

JEPI

JPMorgan Equity Premium Income

$14,453

MeasureDEEPJEPI

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield2.05%7.92%

5 years, per year+4.6%+7.6%

3 years, per year+12.5%+11.0%

Worst drop · 1Y−8.9%−6.7%

Volatility · 1Y17.6%9.0%

5–1measures won
JEPI first

0.0%

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

+33.1%

VIGVanguard

+14.8%

+33.1%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: DEEP, JEPI

Today

0.0%most shared, DEEP and JEPI

DEEPJEPI

DEEP—0.0%

JEPI0.0%—

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

Income After Fees on $10,000

$757most kept, JEPI

JEPI$792 − $35 = $757

DEEP$205 − $80 = $125

KeptFee

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