JEPI vs NETL

AJEPI

BNETL

Measures won6–0JEPI wins · of 6 · 5Y

$10,000 · 5Y$21,164XLK · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 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 · $45.2BColterpoint Net Lease Real Estate ETF · $48M

+10.7%3 years · per year$13,562 · $13,159+9.6%

+7.1%5 years · per year$14,118 · $9,825−0.4%

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

8.09%12-mo yield$809 · $522 on $10k5.22%

−6.7%Worst dropSmaller wins−16.7%

8.8%VolatilityLower wins14.9%

6–0JEPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPI · NETL

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 Four

5Y4 funds

#
1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	+1.5%	+14.8%	+12.2%	+26.2%	+16.2%	−19.6%	$107.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	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
4	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M

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

All Four

5Y4 funds

#
1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	+1.5%	+14.8%	+12.2%	+26.2%	+16.2%	−19.6%	$107.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	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
4	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M

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 NETL

JEPI

JPMorgan Equity Premium Income

$14,118

NETL

Colterpoint Net Lease Real Estate

$9,825

MeasureJEPINETL

Fee0.35%0.60%

Cost on $10k a year$35$60

Yield8.09%5.22%

5 years, per year+7.1%−0.4%

3 years, per year+10.7%+9.6%

Worst drop · 1Y−6.7%−16.7%

Volatility · 1Y8.8%14.9%

6–0measures won
JEPI first

0.0%

holdings shared

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

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

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

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

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

$108BAssets$155B

1–1level

End-of-day Nov 6, 2026

Overlap: JEPI, NETL, SCHD, XLK

Today

13.6%most shared, JEPI and XLK

JEPINETLSCHDXLK

JEPI—0.0%8.2%13.6%

NETL0.0%—0.0%0.0%

SCHD8.2%0.0%—4.0%

XLK13.6%0.0%4.0%—

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

NETL$522 − $60 = $462

SCHD$300 − $6 = $294

XLK$51 − $8 = $43

KeptFee

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