JEPI vs PAPI

AJEPI

BPAPI

Measures won3–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · JEPI $14,118

Lowest cost0.06%SCHD · $6 on $10k

Most income12.79%JEPQ · $1,279 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

+10.7%3 years · per year$13,562 · $14,556+13.3%

+7.1%5 years · per year$14,118 · […][…]

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%

1.1%PEP0.5%

1.8%COST0.5%

Held in common13.5%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$561M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.31%	−1.7%	+17.3%	+21.3%	+13.3%	new	−6.9%	$561M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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 PAPI

JEPI

JPMorgan Equity Premium Income

$14,118

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+10.7%+13.3%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y8.8%10.4%

3–2measures won
JEPI first

13.5%

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JEPI, PAPI, JEPQ, SCHD

Today

26.8%most shared, JEPI and JEPQ

JEPIPAPIJEPQSCHD

JEPI—13.5%26.8%8.2%

PAPI13.5%—6.3%17.5%

JEPQ26.8%6.3%—3.8%

SCHD8.2%17.5%3.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

PAPI$731 − $29 = $702

SCHD$300 − $6 = $294

KeptFee

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