EXI vs JEPI

AEXI

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,532EXI · JEPI $14,448

Lowest cost0.35%JEPI · $35 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common8.7%EXI and JEPI

EXI

JEPI

iShares Global Industrials ETF · $1.3BJPMorgan Equity Premium Income ETF · $45.2B

+20.8%3 years · per year$17,607 · $13,679+11.0%

+10.6%5 years · per year$16,532 · $14,448+7.6%

0.38%Expense ratio$38 · $35 on $10k · lower wins0.35%

1.12%12-mo yield$112 · $793 on $10k7.93%

−12.4%Worst dropSmaller wins−6.7%

18.4%VolatilityLower wins9.0%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsEXI · JEPI

2.7%RTX1.2%

1.4%ETN1.1%

1.0%MMM1.9%

0.9%HWM1.2%

Held in common8.7%

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	AEXI	iShares Global Industrials ETFRead Desk		0.38%	1.12%	+3.8%	+8.4%	+11.1%	+20.8%	+10.6%	−12.4%	$1.3B
2	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

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	AEXI	iShares Global Industrials ETFRead Desk		0.38%	1.12%	+3.8%	+8.4%	+11.1%	+20.8%	+10.6%	−12.4%	$1.3B
2	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

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

EXI vs JEPI

EXI

iShares Global Industrials

$16,532

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureEXIJEPI

Fee0.38%0.35%

Cost on $10k a year$38$35

Yield1.12%7.93%

5 years, per year+10.6%+7.6%

3 years, per year+20.8%+11.0%

Worst drop · 1Y−12.4%−6.7%

Volatility · 1Y18.4%9.0%

4–2measures won
JEPI first

8.7%

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: EXI, JEPI

Today

8.7%most shared, EXI and JEPI

EXIJEPI

EXI—8.7%

JEPI8.7%—

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

EXI$112 − $38 = $74

KeptFee

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