JEPI vs JSML

AJEPI

BJSML

Measures won4–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI · JSML $13,078

Lowest cost0.30%JSML · $30 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common0.0%JEPI and JSML

JEPI

JSML

JPMorgan Equity Premium Income ETF · $46.1BJanus Henderson Small Cap Growth Alpha ETF · $377M

+12.6%3 years · per year$14,269 · $19,052+24.0%

+7.9%5 years · per year$14,635 · $14,020+7.0%

0.35%Expense ratio$35 · $30 on $10k · lower wins0.30%

7.83%12-mo yield$783 · $30 on $10k0.30%

−6.7%Worst dropSmaller wins−14.8%

8.1%VolatilityLower wins22.0%

4–2JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · JSML

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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk		0.30%	0.30%	+1.1%	+20.6%	+20.0%	+24.0%	+7.0%	−14.8%	$377M

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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk		0.30%	0.30%	+1.1%	+20.6%	+20.0%	+24.0%	+7.0%	−14.8%	$377M

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

JEPI vs JSML

JEPI

JPMorgan Equity Premium Income

$14,635

JSML

Janus Henderson Small Cap Growth Alpha

$14,020

MeasureJEPIJSML

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield7.83%0.30%

5 years, per year+7.9%+7.0%

3 years, per year+12.6%+24.0%

Worst drop · 1Y−6.7%−14.8%

Volatility · 1Y8.1%22.0%

4–2measures 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

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JEPI, JSML

Today

0.0%most shared, JEPI and JSML

JEPIJSML

JEPI—0.0%

JSML0.0%—

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

JSML$30 − $30 = $0

KeptFee

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