INDY vs JEPI

AINDY

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,635JEPI · INDY $10,229

Lowest cost0.35%JEPI · $35 on $10k

Most income9.18%INDY · $918 on $10k

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

Held in common0.0%INDY and JEPI

INDY

JEPI

iShares India 50 ETF · $577MJPMorgan Equity Premium Income ETF · $46.1B

+3.3%3 years · per year$11,037 · $14,269+12.6%

+0.5%5 years · per year$10,229 · $14,635+7.9%

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

9.18%12-mo yield$918 · $783 on $10k7.83%

−19.1%Worst dropSmaller wins−6.7%

15.7%VolatilityLower wins8.1%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsINDY · JEPI

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

Held in common0.0%

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	AINDY	iShares India 50 ETFRead Desk		0.65%	9.18%	+2.9%	−9.3%	−8.9%	+3.3%	+0.5%	−19.1%	$577M

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	AINDY	iShares India 50 ETFRead Desk		0.65%	9.18%	+2.9%	−9.3%	−8.9%	+3.3%	+0.5%	−19.1%	$577M

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

INDY vs JEPI

INDY

iShares India 50

$10,229

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureINDYJEPI

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield9.18%7.83%

5 years, per year+0.5%+7.9%

3 years, per year+3.3%+12.6%

Worst drop · 1Y−19.1%−6.7%

Volatility · 1Y15.7%8.1%

5–1measures won
JEPI first

0.0%

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: INDY, JEPI

Today

0.0%most shared, INDY and JEPI

INDYJEPI

INDY—0.0%

JEPI0.0%—

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

Income After Fees on $10,000

$853most kept, INDY

INDY$918 − $65 = $853

JEPI$783 − $35 = $748

KeptFee

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