IPAY vs JEPI

AIPAY

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,448JEPI · IPAY $7,868

Lowest cost0.35%JEPI · $35 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common5.3%IPAY and JEPI

IPAY

JEPI

Amplify Digital Payments ETF · $152MJPMorgan Equity Premium Income ETF · $45.2B

+11.4%3 years · per year$13,832 · $13,679+11.0%

−4.7%5 years · per year$7,868 · $14,448+7.6%

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

0.81%12-mo yield$81 · $793 on $10k7.93%

−22.6%Worst dropSmaller wins−6.7%

24.9%VolatilityLower wins9.0%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsIPAY · JEPI

7.0%MA2.0%

7.0%V1.9%

5.1%CPAY0.8%

5.9%AXP0.3%

Held in common5.3%

End-of-day Nov 9, 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%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	AIPAY	Amplify Digital Payments ETFRead Desk		0.75%	0.81%	+0.9%	−2.3%	−2.7%	+11.4%	−4.7%	−22.6%	$152M

End-of-day Nov 9, 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%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	AIPAY	Amplify Digital Payments ETFRead Desk		0.75%	0.81%	+0.9%	−2.3%	−2.7%	+11.4%	−4.7%	−22.6%	$152M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IPAY vs JEPI

IPAY

Amplify Digital Payments

$7,868

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureIPAYJEPI

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.81%7.93%

5 years, per year−4.7%+7.6%

3 years, per year+11.4%+11.0%

Worst drop · 1Y−22.6%−6.7%

Volatility · 1Y24.9%9.0%

5–1measures won
JEPI first

5.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IPAY, JEPI

Today

5.3%most shared, IPAY and JEPI

IPAYJEPI

IPAY—5.3%

JEPI5.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

IPAY$81 − $75 = $6

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee