EVPF vs JEPI

AEVPF

BJEPI

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · VCIT $10,493

Lowest cost0.03%VCIT · $3 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−4.9%VCIT · worst fall in 1Y

Held in common0.5%EVPF and JEPI

EVPF

JEPI

Eaton Vance Preferred Securities and Income ETF · $58MJPMorgan Equity Premium Income ETF · $46.8B

[…]3 years · per year[…] · $13,562+10.7%

[…]5 years · per year[…] · $14,118+7.1%

0.20%Expense ratio$20 · $35 on $10k · lower wins0.35%

3.76%12-mo yield$376 · $809 on $10k8.09%

[…]Worst dropSmaller wins−6.7%

[…]VolatilityLower wins8.8%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEVPF · JEPI

0.5%C1.0%

Held in common0.5%

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	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
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
3	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.76%	+0.2%	new	new	new	new	[…]	$58M

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	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
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
3	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.76%	+0.2%	new	new	new	new	[…]	$58M

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

EVPF vs JEPI

EVPF

Eaton Vance Preferred Securities and Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureEVPFJEPI

Fee0.20%0.35%

Cost on $10k a year$20$35

Yield3.76%8.09%

5 years, per year[…]+7.1%

3 years, per year[…]+10.7%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]8.8%

1–1measures won
level

0.5%

holdings shared

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

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

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

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: EVPF, JEPI, VCIT

Today

0.5%most shared, EVPF and JEPI

EVPFJEPIVCIT

EVPF—0.5%[…]

JEPI0.5%—[…]

VCIT[…][…]—

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

VCIT$502 − $3 = $499

EVPF$376 − $20 = $356

KeptFee

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