FXED vs JEPI

AFXED

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · FXED $10,812

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.3%FXED and JEPI

FXED

JEPI

Sound Enhanced Fixed Income ETF · $40MJPMorgan Equity Premium Income ETF · $45.2B

+6.6%3 years · per year$12,100 · $13,562+10.7%

+1.6%5 years · per year$10,812 · $14,118+7.1%

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

7.43%12-mo yield$743 · $809 on $10k8.09%

−6.2%Worst dropSmaller wins−6.7%

8.9%VolatilityLower wins8.8%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXED · JEPI

1.2%AMT0.3%

Held in common0.3%

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

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	AFXED	Sound Enhanced Fixed Income ETFRead Desk		0.49%	7.43%	+0.8%	−1.9%	−0.8%	+6.6%	+1.6%	−6.2%	$40M

End-of-day Nov 6, 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%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	AFXED	Sound Enhanced Fixed Income ETFRead Desk		0.49%	7.43%	+0.8%	−1.9%	−0.8%	+6.6%	+1.6%	−6.2%	$40M

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

FXED vs JEPI

FXED

Sound Enhanced Fixed Income

$10,812

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureFXEDJEPI

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield7.43%8.09%

5 years, per year+1.6%+7.1%

3 years, per year+6.6%+10.7%

Worst drop · 1Y−6.2%−6.7%

Volatility · 1Y8.9%8.8%

5–1measures won
JEPI first

0.3%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FXED, JEPI

Today

0.3%most shared, FXED and JEPI

FXEDJEPI

FXED—0.3%

JEPI0.3%—

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

FXED$743 − $49 = $694

KeptFee

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