IPOS vs JEPI

AIPOS

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI · IPOS $6,155

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.0%IPOS and JEPI

IPOS

JEPI

Renaissance International IPO ETF · $9MJPMorgan Equity Premium Income ETF · $46.1B

+12.6%3 years · per year$14,283 · $13,674+11.0%

−9.2%5 years · per year$6,155 · $14,108+7.1%

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

0.81%12-mo yield$81 · $809 on $10k8.09%

−32.0%Worst dropSmaller wins−6.7%

35.6%VolatilityLower wins8.8%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsIPOS · JEPI

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

Held in common0.0%

End-of-day Nov 5, 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%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	AIPOS	Renaissance International IPO ETFRead Desk		0.80%	0.81%	−4.9%	+5.6%	+4.2%	+12.6%	−9.2%	−32.0%	$9M

End-of-day Nov 5, 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%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	AIPOS	Renaissance International IPO ETFRead Desk		0.80%	0.81%	−4.9%	+5.6%	+4.2%	+12.6%	−9.2%	−32.0%	$9M

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

Cards for this view

IPOS vs JEPI

IPOS

Renaissance International IPO

$6,155

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureIPOSJEPI

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield0.81%8.09%

5 years, per year−9.2%+7.1%

3 years, per year+12.6%+11.0%

Worst drop · 1Y−32.0%−6.7%

Volatility · 1Y35.6%8.8%

5–1measures won
JEPI first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IPOS, JEPI

Today

0.0%most shared, IPOS and JEPI

IPOSJEPI

IPOS—0.0%

JEPI0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IPOS$81 − $80 = $1

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee