JEPI vs MRNY

AJEPI

BMRNY

Measures won3–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,322JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income45.07%MRNY · $4,507 on $10k

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

Held in common[…]JEPI and MRNY

JEPI

MRNY

JPMorgan Equity Premium Income ETF · $46.0BYieldMax MRNA Option Income Strategy ETF · $244M

+12.4%3 years · per year$14,201 · $20,000+26.0%

+7.4%5 years · per year$14,322 · […][…]

0.35%Expense ratio$35 · $100 on $10k · lower wins1.00%

7.96%12-mo yield$796 · $4,507 on $10k45.07%

−6.7%Worst dropSmaller wins−28.8%

7.9%VolatilityLower wins118.0%

3–2JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · MRNY

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

Held in common[…]

End-of-day Nov 3, 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%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	BMRNY	YieldMax MRNA Option Income Strategy ETFRead Desk		1.00%	45.07%	+2.6%	+481.9%	+486.8%	+26.0%	new	−28.8%	$244M

End-of-day Nov 3, 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%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	BMRNY	YieldMax MRNA Option Income Strategy ETFRead Desk		1.00%	45.07%	+2.6%	+481.9%	+486.8%	+26.0%	new	−28.8%	$244M

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

Cards for this view

JEPI vs MRNY

JEPI

JPMorgan Equity Premium Income

$14,322

MRNY

YieldMax MRNA Option Income Strategy

[…]

MeasureJEPIMRNY

Fee0.35%1.00%

Cost on $10k a year$35$100

Yield7.96%45.07%

5 years, per year+7.4%[…]

3 years, per year+12.4%+26.0%

Worst drop · 1Y−6.7%−28.8%

Volatility · 1Y7.9%118.0%

3–2measures won
JEPI first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: JEPI, MRNY

Today

[…]holdings […]

JEPIMRNY

JEPI—[…]

MRNY[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$4,407most kept, MRNY

MRNY$4,507 − $100 = $4,407

JEPI$796 − $35 = $761

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee