JEPI vs YRAM

AJEPI

BYRAM

Measures won2–0JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,635JEPI

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 common1.4%JEPI and YRAM

JEPI

YRAM

JPMorgan Equity Premium Income ETF · $46.0BYieldMax Memory and Storage Portfolio Option Income ETF · $6M

+12.6%3 years · per year$14,269 · […][…]

+7.9%5 years · per year$14,635 · […][…]

0.35%Expense ratio$35 · $101 on $10k · lower wins1.01%

7.83%12-mo yield$783 · $764 on $10k7.64%

−6.7%Worst dropSmaller wins[…]

8.1%VolatilityLower wins[…]

2–0JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · YRAM

0.9%MU15.9%

0.4%STX5.1%

0.2%WDC5.4%

Held in common1.4%

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	BYRAM	YieldMax Memory and Storage Portfolio Option Income ETFRead Desk		1.01%	7.64%	−6.0%	new	new	new	new	[…]	$6M

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	BYRAM	YieldMax Memory and Storage Portfolio Option Income ETFRead Desk		1.01%	7.64%	−6.0%	new	new	new	new	[…]	$6M

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 YRAM

JEPI

JPMorgan Equity Premium Income

$14,635

YRAM

YieldMax Memory and Storage Portfolio Option Income

[…]

MeasureJEPIYRAM

Fee0.35%1.01%

Cost on $10k a year$35$101

Yield7.83%7.64%

5 years, per year+7.9%[…]

3 years, per year+12.6%[…]

Worst drop · 1Y−6.7%[…]

Volatility · 1Y8.1%[…]

2–0measures won
JEPI first

1.4%

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, YRAM

Today

1.4%most shared, JEPI and YRAM

JEPIYRAM

JEPI—1.4%

YRAM1.4%—

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

YRAM$764 − $101 = $663

KeptFee

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