JVAL vs JEPI

AJVAL

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,113JVAL · JEPI $14,635

Lowest cost0.12%JVAL · $12 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common24.1%JVAL and JEPI

JVAL

JEPI

JPMorgan U.S. Value Factor ETF · $1.1BJPMorgan Equity Premium Income ETF · $46.1B

+24.1%3 years · per year$19,129 · $14,269+12.6%

+12.6%5 years · per year$18,113 · $14,635+7.9%

0.12%Expense ratio$12 · $35 on $10k · lower wins0.35%

1.57%12-mo yield$157 · $783 on $10k7.83%

−8.5%Worst dropSmaller wins−6.7%

14.2%VolatilityLower wins8.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJVAL · JEPI

2.1%MSFT1.9%

2.1%AAPL1.9%

1.7%NVDA1.7%

1.7%AVGO1.7%

Held in common24.1%

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	AJVAL	JPMorgan U.S. Value Factor ETFRead Desk		0.12%	1.57%	+1.2%	+22.2%	+25.5%	+24.1%	+12.6%	−8.5%	$1.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

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	AJVAL	JPMorgan U.S. Value Factor ETFRead Desk		0.12%	1.57%	+1.2%	+22.2%	+25.5%	+24.1%	+12.6%	−8.5%	$1.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

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

JVAL vs JEPI

JVAL

JPMorgan U.S. Value Factor

$18,113

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureJVALJEPI

Fee0.12%0.35%

Cost on $10k a year$12$35

Yield1.57%7.83%

5 years, per year+12.6%+7.9%

3 years, per year+24.1%+12.6%

Worst drop · 1Y−8.5%−6.7%

Volatility · 1Y14.2%8.1%

3–3measures won
level

24.1%

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%

$42.1BAssets$46.1B

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%

$123BAssets$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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: JVAL, JEPI

Today

24.1%most shared, JVAL and JEPI

JVALJEPI

JVAL—24.1%

JEPI24.1%—

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

JVAL$157 − $12 = $145

KeptFee

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