GPTY vs JEPI

AGPTY

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,635JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income43.51%GPTY · $4,351 on $10k

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

Held in common16.8%GPTY and JEPI

GPTY

JEPI

YieldMax AI & Tech Portfolio Option Income ETF · $125MJPMorgan Equity Premium Income ETF · $46.1B

[…]3 years · per year[…] · $14,269+12.6%

[…]5 years · per year[…] · $14,635+7.9%

1.06%Expense ratio$106 · $35 on $10k · lower wins0.35%

43.51%12-mo yield$4,351 · $783 on $10k7.83%

−18.8%Worst dropSmaller wins−6.7%

28.9%VolatilityLower wins8.1%

1–3JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsGPTY · JEPI

7.5%MSFT1.9%

7.4%AAPL1.9%

6.4%AMZN1.8%

7.3%NVDA1.7%

Held in common16.8%

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	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk		1.06%	43.51%	−1.2%	+15.5%	+6.1%	new	new	−18.8%	$125M

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	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk		1.06%	43.51%	−1.2%	+15.5%	+6.1%	new	new	−18.8%	$125M

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

GPTY vs JEPI

GPTY

YieldMax AI & Tech Portfolio Option Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureGPTYJEPI

Fee1.06%0.35%

Cost on $10k a year$106$35

Yield43.51%7.83%

5 years, per year[…]+7.9%

3 years, per year[…]+12.6%

Worst drop · 1Y−18.8%−6.7%

Volatility · 1Y28.9%8.1%

3–1measures won
JEPI first

16.8%

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: GPTY, JEPI

Today

16.8%most shared, GPTY and JEPI

GPTYJEPI

GPTY—16.8%

JEPI16.8%—

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

Income After Fees on $10,000

$4,245most kept, GPTY

GPTY$4,351 − $106 = $4,245

JEPI$783 − $35 = $748

KeptFee

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