JEPI vs PAPI

AJEPI

BPAPI

Measures won3–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI

Lowest cost0.29%PAPI · $29 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common13.5%JEPI and PAPI

JEPI

PAPI

JPMorgan Equity Premium Income ETF · $46.8BParametric Equity Premium Income ETF · $561M

+11.0%3 years · per year$13,674 · $14,556+13.3%

+7.1%5 years · per year$14,108 · […][…]

0.35%Expense ratio$35 · $29 on $10k · lower wins0.29%

8.09%12-mo yield$809 · $731 on $10k7.31%

−6.7%Worst dropSmaller wins−6.9%

8.8%VolatilityLower wins10.4%

3–2JEPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPI · PAPI

0.6%MCD0.6%

0.7%SYK0.6%

2.0%MSFT0.5%

1.1%PEP0.5%

Held in common13.5%

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 Four

5Y4 funds

#
1	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
2	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$561M
3	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

All Four

5Y4 funds

#
1	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
2	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$561M
3	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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 PAPI

JEPI

JPMorgan Equity Premium Income

$14,108

PAPI

Parametric Equity Premium Income

[…]

MeasureJEPIPAPI

Fee0.35%0.29%

Cost on $10k a year$35$29

Yield8.09%7.31%

5 years, per year+7.1%[…]

3 years, per year+11.0%+13.3%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y8.8%10.4%

3–2measures won
JEPI first

13.5%

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

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, PAPI, CGDV, JEPQ

Today

29.0%most shared, CGDV and JEPQ

JEPIPAPICGDVJEPQ

JEPI—13.5%27.2%27.0%

PAPI13.5%—9.2%6.3%

CGDV27.2%9.2%—29.0%

JEPQ27.0%6.3%29.0%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

JEPI$809 − $35 = $774

PAPI$731 − $29 = $702

CGDV$127 − $33 = $94

KeptFee

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