JEPI vs IPOS

AJEPI

BIPOS

Measures won5–1JEPI wins · of 6 · 5Y

$10,000 · 5Y$15,197VEA · JEPI $14,118

Lowest cost0.03%VEA · $3 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.0%JEPI and IPOS

JEPI

IPOS

JPMorgan Equity Premium Income ETF · $45.2BRenaissance International IPO ETF · $9M

+10.7%3 years · per year$13,562 · $14,037+12.0%

+7.1%5 years · per year$14,118 · $6,132−9.3%

0.35%Expense ratio$35 · $80 on $10k · lower wins0.80%

8.09%12-mo yield$809 · $83 on $10k0.83%

−6.7%Worst dropSmaller wins−33.2%

8.8%VolatilityLower wins35.7%

5–1JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPI · IPOS

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

Held in common0.0%

End-of-day Nov 6, 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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
3	BIPOS	Renaissance International IPO ETFRead Desk	0.80%	0.83%	−1.8%	+3.7%	+1.7%	+12.0%	−9.3%	−33.2%	$9M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
3	BIPOS	Renaissance International IPO ETFRead Desk	0.80%	0.83%	−1.8%	+3.7%	+1.7%	+12.0%	−9.3%	−33.2%	$9M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPI vs IPOS

JEPI

JPMorgan Equity Premium Income

$14,118

IPOS

Renaissance International IPO

$6,132

MeasureJEPIIPOS

Fee0.35%0.80%

Cost on $10k a year$35$80

Yield8.09%0.83%

5 years, per year+7.1%−9.3%

3 years, per year+10.7%+12.0%

Worst drop · 1Y−6.7%−33.2%

Volatility · 1Y8.8%35.7%

5–1measures won
JEPI first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: JEPI, IPOS, VEA

Today

0.0%most shared, JEPI and IPOS

JEPIIPOSVEA

JEPI—0.0%0.0%

IPOS0.0%—0.0%

VEA0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VEA$251 − $3 = $248

IPOS$83 − $80 = $3

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee