JEPI vs NETL

AJEPI

BNETL

Measures won6–0JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · JEPI $14,108

Lowest cost0.04%VYM · $4 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 · $46.8BColterpoint Net Lease Real Estate ETF · $48M

+11.0%3 years · per year$13,674 · $13,485+10.5%

+7.1%5 years · per year$14,108 · $9,724−0.6%

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

8.09%12-mo yield$809 · $518 on $10k5.18%

−6.7%Worst dropSmaller wins−16.7%

8.8%VolatilityLower wins14.9%

6–0JEPI wins

$10,000 · 5 yearsAll three, 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 5, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
3	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$48M

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
3	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$48M

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 NETL

JEPI

JPMorgan Equity Premium Income

$14,108

NETL

Colterpoint Net Lease Real Estate

$9,724

MeasureJEPINETL

Fee0.35%0.60%

Cost on $10k a year$35$60

Yield8.09%5.18%

5 years, per year+7.1%−0.6%

3 years, per year+11.0%+10.5%

Worst drop · 1Y−6.7%−16.7%

Volatility · 1Y8.8%14.9%

6–0measures won
JEPI first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JEPI, NETL, VYM

Today

25.3%most shared, JEPI and VYM

JEPINETLVYM

JEPI—0.0%25.3%

NETL0.0%—0.0%

VYM25.3%0.0%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

NETL$518 − $60 = $458

VYM$230 − $4 = $226

KeptFee

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