LRGF vs JEPI

ALRGF

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,963LRGF · JEPI $14,108

Lowest cost0.08%LRGF · $8 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common33.1%LRGF and JEPI

LRGF

JEPI

iShares U.S. Equity Factor ETF · $3.5BJPMorgan Equity Premium Income ETF · $46.8B

+22.4%3 years · per year$18,356 · $13,674+11.0%

+12.4%5 years · per year$17,963 · $14,108+7.1%

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

1.11%12-mo yield$111 · $809 on $10k8.09%

−8.7%Worst dropSmaller wins−6.7%

13.6%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsLRGF · JEPI

5.7%MSFT2.0%

7.2%AAPL1.9%

3.3%AMZN1.9%

1.9%META1.7%

Held in common33.1%

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

Both

5Y2 funds

#			Trend
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk		0.08%	1.11%	−4.3%	+8.4%	+8.9%	+22.4%	+12.4%	−8.7%	$3.5B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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

Both

5Y2 funds

#			Trend
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk		0.08%	1.11%	−4.3%	+8.4%	+8.9%	+22.4%	+12.4%	−8.7%	$3.5B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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

LRGF vs JEPI

LRGF

iShares U.S. Equity Factor

$17,964

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureLRGFJEPI

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield1.11%8.09%

5 years, per year+12.4%+7.1%

3 years, per year+22.4%+11.0%

Worst drop · 1Y−8.7%−6.7%

Volatility · 1Y13.6%8.8%

3–3measures won
level

33.1%

holdings shared

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

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

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: LRGF, JEPI

Today

33.1%most shared, LRGF and JEPI

LRGFJEPI

LRGF—33.1%

JEPI33.1%—

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

LRGF$111 − $8 = $103

KeptFee

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