EMLP vs JEPI

AEMLP

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$20,336EMLP · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common4.7%EMLP and JEPI

EMLP

JEPI

First Trust North American Energy Infrastructure Fund · $4.2BJPMorgan Equity Premium Income ETF · $46.8B

+21.4%3 years · per year$17,913 · $13,562+10.7%

+15.3%5 years · per year$20,336 · $14,118+7.1%

0.95%Expense ratio$95 · $35 on $10k · lower wins0.35%

2.85%12-mo yield$285 · $809 on $10k8.09%

−7.9%Worst dropSmaller wins−6.7%

11.2%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · JEPI

1.4%NEE1.9%

2.4%ETR1.0%

1.7%SO1.0%

2.0%SRE0.9%

Held in common4.7%

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

All Three

5Y3 funds

#
1	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−0.1%	+16.1%	+17.7%	+21.4%	+15.3%	−7.9%	$4.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

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

EMLP vs JEPI

EMLP

First Trust North American Energy Infrastructure Fund

$20,336

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureEMLPJEPI

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield2.85%8.09%

5 years, per year+15.3%+7.1%

3 years, per year+21.4%+10.7%

Worst drop · 1Y−7.9%−6.7%

Volatility · 1Y11.2%8.8%

4–2measures won
JEPI first

4.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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%

$42.6BAssets$46.8B

1–1level

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: EMLP, JEPI, SCHD

Today

8.2%most shared, JEPI and SCHD

EMLPJEPISCHD

EMLP—4.7%1.4%

JEPI4.7%—8.2%

SCHD1.4%8.2%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

EMLP$285 − $95 = $190

KeptFee

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