JEPI vs AMLP

AJEPI

BAMLP

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,281VGT · AMLP $21,130

Lowest cost0.09%VGT · $9 on $10k

Most income8.03%AMLP · $803 on $10k

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

Held in common0.0%JEPI and AMLP

JEPI

AMLP

JPMorgan Equity Premium Income ETF · $45.2BAlerian MLP ETF · $12.1B

+11.0%3 years · per year$13,679 · $14,790+13.9%

+7.6%5 years · per year$14,448 · $21,130+16.1%

0.35%Expense ratio$35 · $101 on $10k · lower wins1.01%

7.93%12-mo yield$793 · $803 on $10k8.03%

−6.7%Worst dropSmaller wins−11.0%

9.0%VolatilityLower wins13.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPI · AMLP

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 Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
2	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.03%	+0.9%	+14.2%	+16.6%	+13.9%	+16.1%	−11.0%	$12.1B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

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

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
2	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.03%	+0.9%	+14.2%	+16.6%	+13.9%	+16.1%	−11.0%	$12.1B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

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 AMLP

JEPI

JPMorgan Equity Premium Income

$14,448

AMLP

Alerian MLP

$21,130

MeasureJEPIAMLP

Fee0.35%1.01%

Cost on $10k a year$35$101

Yield7.93%8.03%

5 years, per year+7.6%+16.1%

3 years, per year+11.0%+13.9%

Worst drop · 1Y−6.7%−11.0%

Volatility · 1Y9.0%13.4%

3–3measures won
level

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

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

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

Overlap: JEPI, AMLP, VGT

Today

14.2%most shared, JEPI and VGT

JEPIAMLPVGT

JEPI—0.0%14.2%

AMLP0.0%—0.0%

VGT14.2%0.0%—

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

AMLP$803 − $101 = $702

VGT$42 − $9 = $33

KeptFee

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