JEPI vs PAPI

AJEPI

BPAPI

Measures won3–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income7.92%JEPI · $792 on $10k

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

Held in common13.6%JEPI and PAPI

JEPI

PAPI

JPMorgan Equity Premium Income ETF · $45.2BParametric Equity Premium Income ETF · $551M

+11.0%3 years · per year$13,684 · $14,390+12.9%

+7.6%5 years · per year$14,453 · […][…]

0.35%Expense ratio$35 · $29 on $10k · lower wins0.29%

7.92%12-mo yield$792 · $727 on $10k7.27%

−6.7%Worst dropSmaller wins−6.9%

9.0%VolatilityLower wins10.5%

3–2JEPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPI · PAPI

0.7%SYK0.6%

1.0%PEP0.5%

1.8%COST0.5%

1.8%ABBV0.5%

Held in common13.6%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.27%	+1.5%	+17.9%	+21.4%	+12.9%	new	−6.9%	$551M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.27%	+1.5%	+17.9%	+21.4%	+12.9%	new	−6.9%	$551M

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

JEPI vs PAPI

JEPI

JPMorgan Equity Premium Income

$14,453

PAPI

Parametric Equity Premium Income

[…]

MeasureJEPIPAPI

Fee0.35%0.29%

Cost on $10k a year$35$29

Yield7.92%7.27%

5 years, per year+7.6%[…]

3 years, per year+11.0%+12.9%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y9.0%10.5%

3–2measures won
JEPI first

13.6%

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

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

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IVV, PAPI, JEPI, VOO

Today

92.7%most shared, IVV and VOO

IVVPAPIJEPIVOO

IVV—17.4%39.7%92.7%

PAPI17.4%—13.6%16.3%

JEPI39.7%13.6%—38.2%

VOO92.7%16.3%38.2%—

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

Income After Fees on $10,000

$757most kept, JEPI

JEPI$792 − $35 = $757

PAPI$727 − $29 = $698

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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