DVAL vs JEPI

ADVAL

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.2%DVAL · worst fall in 1Y

Held in common[…]DVAL and JEPI

DVAL

JEPI

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60MJPMorgan Equity Premium Income ETF · $46.1B

+15.6%3 years · per year$15,457 · $13,674+11.0%

[…]5 years · per year[…] · $14,108+7.1%

0.49%Expense ratio$49 · $35 on $10k · lower wins0.35%

5.15%12-mo yield$515 · $809 on $10k8.09%

−6.2%Worst dropSmaller wins−6.7%

10.4%VolatilityLower wins8.8%

2–3JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsDVAL · JEPI

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

Held in common[…]

End-of-day Nov 5, 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%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk		0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

End-of-day Nov 5, 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%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk		0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DVAL vs JEPI

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureDVALJEPI

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield5.15%8.09%

5 years, per year[…]+7.1%

3 years, per year+15.6%+11.0%

Worst drop · 1Y−6.2%−6.7%

Volatility · 1Y10.4%8.8%

3–2measures won
JEPI first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DVAL, JEPI

Today

[…]holdings […]

DVALJEPI

DVAL—[…]

JEPI[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

DVAL$515 − $49 = $466

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee