JEPI vs NETL

AJEPI

BNETL

Measures won6–0JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,635JEPI · NETL $9,951

Lowest cost0.35%JEPI · $35 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common0.0%JEPI and NETL

JEPI

NETL

JPMorgan Equity Premium Income ETF · $46.0BColterpoint Net Lease Real Estate ETF · $47M

+12.6%3 years · per year$14,269 · $13,839+11.4%

+7.9%5 years · per year$14,635 · $9,951−0.1%

0.35%Expense ratio$35 · $60 on $10k · lower wins0.60%

7.83%12-mo yield$783 · $513 on $10k5.13%

−6.7%Worst dropSmaller wins−16.7%

8.1%VolatilityLower wins14.9%

6–0JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · NETL

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

Held in common0.0%

End-of-day Nov 4, 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%	$46.0B
2	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk		0.60%	5.13%	+1.6%	+7.8%	+7.5%	+11.4%	−0.1%	−16.7%	$47M

End-of-day Nov 4, 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%	$46.0B
2	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk		0.60%	5.13%	+1.6%	+7.8%	+7.5%	+11.4%	−0.1%	−16.7%	$47M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPI vs NETL

JEPI

JPMorgan Equity Premium Income

$14,635

NETL

Colterpoint Net Lease Real Estate

$9,951

MeasureJEPINETL

Fee0.35%0.60%

Cost on $10k a year$35$60

Yield7.83%5.13%

5 years, per year+7.9%−0.1%

3 years, per year+12.6%+11.4%

Worst drop · 1Y−6.7%−16.7%

Volatility · 1Y8.1%14.9%

6–0measures won
JEPI first

0.0%

holdings shared

Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: JEPI, NETL

Today

0.0%most shared, JEPI and NETL

JEPINETL

JEPI—0.0%

NETL0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

NETL$513 − $60 = $453

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee