LSAF vs JEPI

ALSAF

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,319LSAF · JEPI $14,118

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.6%LSAF · worst fall in 1Y

Held in common7.6%LSAF and JEPI

LSAF

JEPI

LeaderSharesTM AlphaFactor US Core Equity ETF · $132MJPMorgan Equity Premium Income ETF · $45.2B

+23.3%3 years · per year$18,757 · $13,562+10.7%

+11.6%5 years · per year$17,319 · $14,118+7.1%

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

0.55%12-mo yield$55 · $809 on $10k8.09%

−6.6%Worst dropSmaller wins−6.7%

14.5%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsLSAF · JEPI

1.1%REGN1.1%

1.0%MMM1.9%

1.0%EOG1.6%

1.0%DIS1.0%

Held in common7.6%

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

Both

5Y2 funds

#			Trend
1	ALSAF	LeaderSharesTM AlphaFactor US Core Equity ETFRead Desk		0.75%	0.55%	−1.1%	+25.8%	+29.5%	+23.3%	+11.6%	−6.6%	$132M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ALSAF	LeaderSharesTM AlphaFactor US Core Equity ETFRead Desk		0.75%	0.55%	−1.1%	+25.8%	+29.5%	+23.3%	+11.6%	−6.6%	$132M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

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

LSAF vs JEPI

LSAF

LeaderSharesTM AlphaFactor US Core Equity

$17,319

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureLSAFJEPI

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.55%8.09%

5 years, per year+11.6%+7.1%

3 years, per year+23.3%+10.7%

Worst drop · 1Y−6.6%−6.7%

Volatility · 1Y14.5%8.8%

3–3measures won
level

7.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: LSAF, JEPI

Today

7.6%most shared, LSAF and JEPI

LSAFJEPI

LSAF—7.6%

JEPI7.6%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

LSAF$55 − $75 = −$20

KeptFee

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