FORH vs JEPI

AFORH

BJEPI

Measures won0–6JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,635JEPI · FORH $10,705

Lowest cost0.35%JEPI · $35 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common0.0%FORH and JEPI

FORH

JEPI

Formidable ETF · $17MJPMorgan Equity Premium Income ETF · $46.1B

+4.1%3 years · per year$11,277 · $14,269+12.6%

+1.4%5 years · per year$10,705 · $14,635+7.9%

1.19%Expense ratio$119 · $35 on $10k · lower wins0.35%

1.89%12-mo yield$189 · $783 on $10k7.83%

−10.5%Worst dropSmaller wins−6.7%

14.3%VolatilityLower wins8.1%

0–6JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFORH · JEPI

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

Held in common0.0%

End-of-day Nov 4, 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%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	AFORH	Formidable ETFRead Desk		1.19%	1.89%	0.0%	−3.5%	−4.3%	+4.1%	+1.4%	−10.5%	$17M

End-of-day Nov 4, 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%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	AFORH	Formidable ETFRead Desk		1.19%	1.89%	0.0%	−3.5%	−4.3%	+4.1%	+1.4%	−10.5%	$17M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FORH vs JEPI

FORH

Formidable

$10,705

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureFORHJEPI

Fee1.19%0.35%

Cost on $10k a year$119$35

Yield1.89%7.83%

5 years, per year+1.4%+7.9%

3 years, per year+4.1%+12.6%

Worst drop · 1Y−10.5%−6.7%

Volatility · 1Y14.3%8.1%

6–0measures won
JEPI first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FORH, JEPI

Today

0.0%most shared, FORH and JEPI

FORHJEPI

FORH—0.0%

JEPI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

FORH$189 − $119 = $70

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee