HDEF vs JEPI

AHDEF

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,360HDEF · JEPI $14,118

Lowest cost0.09%HDEF · $9 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.0%HDEF and JEPI

HDEF

JEPI

Xtrackers MSCI EAFE High Dividend Yield Equity ETF · $2.3BJPMorgan Equity Premium Income ETF · $45.2B

+20.2%3 years · per year$17,350 · $13,562+10.7%

+12.9%5 years · per year$18,360 · $14,118+7.1%

0.09%Expense ratio$9 · $35 on $10k · lower wins0.35%

3.72%12-mo yield$372 · $809 on $10k8.09%

−8.1%Worst dropSmaller wins−6.7%

12.3%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsHDEF · JEPI

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

Held in common0.0%

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	AHDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETFRead Desk		0.09%	3.72%	−1.9%	+13.6%	+20.0%	+20.2%	+12.9%	−8.1%	$2.3B
2	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

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	AHDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETFRead Desk		0.09%	3.72%	−1.9%	+13.6%	+20.0%	+20.2%	+12.9%	−8.1%	$2.3B
2	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

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

HDEF vs JEPI

HDEF

Xtrackers MSCI EAFE High Dividend Yield Equity

$18,360

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureHDEFJEPI

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield3.72%8.09%

5 years, per year+12.9%+7.1%

3 years, per year+20.2%+10.7%

Worst drop · 1Y−8.1%−6.7%

Volatility · 1Y12.3%8.8%

3–3measures won
level

0.0%

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: HDEF, JEPI

Today

0.0%most shared, HDEF and JEPI

HDEFJEPI

HDEF—0.0%

JEPI0.0%—

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

HDEF$372 − $9 = $363

KeptFee

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