HTEC vs JEPI

AHTEC

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,635JEPI · HTEC $10,334

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 common4.9%HTEC and JEPI

HTEC

JEPI

ROBO Global Healthcare Technology and Innovation ETF · $113MJPMorgan Equity Premium Income ETF · $46.1B

+29.2%3 years · per year$21,591 · $14,269+12.6%

+0.7%5 years · per year$10,334 · $14,635+7.9%

0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%

0.74%12-mo yield$74 · $783 on $10k7.83%

−16.3%Worst dropSmaller wins−6.7%

22.8%VolatilityLower wins8.1%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsHTEC · JEPI

2.0%REGN1.1%

1.8%VRTX0.9%

2.2%ISRG0.7%

1.9%SYK0.6%

Held in common4.9%

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	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk		0.80%	0.74%	+3.0%	+33.3%	+42.3%	+29.2%	+0.7%	−16.3%	$113M

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	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk		0.80%	0.74%	+3.0%	+33.3%	+42.3%	+29.2%	+0.7%	−16.3%	$113M

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

HTEC vs JEPI

HTEC

ROBO Global Healthcare Technology and Innovation

$10,334

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureHTECJEPI

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield0.74%7.83%

5 years, per year+0.7%+7.9%

3 years, per year+29.2%+12.6%

Worst drop · 1Y−16.3%−6.7%

Volatility · 1Y22.8%8.1%

5–1measures won
JEPI first

4.9%

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: HTEC, JEPI

Today

4.9%most shared, HTEC and JEPI

HTECJEPI

HTEC—4.9%

JEPI4.9%—

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

HTEC$74 − $80 = −$6

KeptFee

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