HAP vs JEPI

AHAP

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,426HAP · JEPI $14,118

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common4.2%HAP and JEPI

HAP

JEPI

VanEck Natural Resources ETF · $321MJPMorgan Equity Premium Income ETF · $46.8B

+18.7%3 years · per year$16,736 · $13,562+10.7%

+11.7%5 years · per year$17,426 · $14,118+7.1%

0.41%Expense ratio$41 · $35 on $10k · lower wins0.35%

1.87%12-mo yield$187 · $809 on $10k8.09%

−9.1%Worst dropSmaller wins−6.7%

16.3%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsHAP · JEPI

3.8%NEE1.9%

1.3%COP0.8%

5.3%DE0.5%

0.4%EOG1.6%

Held in common4.2%

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	AHAP	VanEck Natural Resources ETFRead Desk		0.41%	1.87%	+0.2%	+21.0%	+30.6%	+18.7%	+11.7%	−9.1%	$321M
2	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

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	AHAP	VanEck Natural Resources ETFRead Desk		0.41%	1.87%	+0.2%	+21.0%	+30.6%	+18.7%	+11.7%	−9.1%	$321M
2	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

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

HAP vs JEPI

HAP

VanEck Natural Resources

$17,426

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureHAPJEPI

Fee0.41%0.35%

Cost on $10k a year$41$35

Yield1.87%8.09%

5 years, per year+11.7%+7.1%

3 years, per year+18.7%+10.7%

Worst drop · 1Y−9.1%−6.7%

Volatility · 1Y16.3%8.8%

4–2measures won
JEPI first

4.2%

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: HAP, JEPI

Today

4.2%most shared, HAP and JEPI

HAPJEPI

HAP—4.2%

JEPI4.2%—

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

HAP$187 − $41 = $146

KeptFee

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