IPOS vs JEPI

AIPOS

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$15,497VEA · VXUS $14,758

Lowest cost0.03%VEA · $3 on $10k

Most income7.93%JEPI · $793 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 · $45.2B

+11.6%3 years · per year$13,898 · $13,679+11.0%

−9.0%5 years · per year$6,236 · $14,448+7.6%

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

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

−33.2%Worst dropSmaller wins−6.7%

35.8%VolatilityLower wins9.0%

1–5JEPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIPOS · JEPI

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

Held in common0.0%

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

All Four

5Y4 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
3	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
4	AIPOS	Renaissance International IPO ETFRead Desk	0.80%	0.81%	+2.1%	+5.9%	+4.0%	+11.6%	−9.0%	−33.2%	$9M

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

All Four

5Y4 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
3	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
4	AIPOS	Renaissance International IPO ETFRead Desk	0.80%	0.81%	+2.1%	+5.9%	+4.0%	+11.6%	−9.0%	−33.2%	$9M

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

IPOS vs JEPI

IPOS

Renaissance International IPO

$6,236

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureIPOSJEPI

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield0.81%7.93%

5 years, per year−9.0%+7.6%

3 years, per year+11.6%+11.0%

Worst drop · 1Y−33.2%−6.7%

Volatility · 1Y35.8%9.0%

5–1measures won
JEPI first

0.0%

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

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 9, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026

Overlap: IPOS, JEPI, VEA, VXUS

Today

65.4%most shared, VEA and VXUS

IPOSJEPIVEAVXUS

IPOS—0.0%0.0%0.0%

JEPI0.0%—0.0%0.0%

VEA0.0%0.0%—65.4%

VXUS0.0%0.0%65.4%—

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

VEA$244 − $3 = $241

VXUS$239 − $5 = $234

IPOS$81 − $80 = $1

KeptFee

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