HTEC vs JEPI

AHTEC

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · JEPI $14,118

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common5.0%HTEC and JEPI

HTEC

JEPI

ROBO Global Healthcare Technology and Innovation ETF · $116MJPMorgan Equity Premium Income ETF · $46.8B

+25.8%3 years · per year$19,920 · $13,562+10.7%

−0.7%5 years · per year$9,675 · $14,118+7.1%

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

0.77%12-mo yield$77 · $809 on $10k8.09%

−16.3%Worst dropSmaller wins−6.7%

23.3%VolatilityLower wins8.8%

1–5JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHTEC · JEPI

1.9%REGN1.1%

1.9%VRTX0.9%

2.1%SYK0.7%

2.4%ISRG0.7%

Held in common5.0%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
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
3	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.77%	−0.6%	+26.6%	+35.2%	+25.8%	−0.7%	−16.3%	$116M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
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
3	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.77%	−0.6%	+26.6%	+35.2%	+25.8%	−0.7%	−16.3%	$116M

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

HTEC vs JEPI

HTEC

ROBO Global Healthcare Technology and Innovation

$9,675

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureHTECJEPI

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield0.77%8.09%

5 years, per year−0.7%+7.1%

3 years, per year+25.8%+10.7%

Worst drop · 1Y−16.3%−6.7%

Volatility · 1Y23.3%8.8%

5–1measures won
JEPI first

5.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

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: HTEC, JEPI, SCHD

Today

8.2%most shared, JEPI and SCHD

HTECJEPISCHD

HTEC—5.0%3.0%

JEPI5.0%—8.2%

SCHD3.0%8.2%—

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

SCHD$300 − $6 = $294

HTEC$77 − $80 = −$3

KeptFee

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