LSVD vs JEPI

ALSVD

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · JEPI $14,448

Lowest cost0.06%SCHD · $6 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common23.1%LSVD and JEPI

LSVD

JEPI

LSV Disciplined Value ETF · $635MJPMorgan Equity Premium Income ETF · $45.2B

[…]3 years · per year[…] · $13,679+11.0%

[…]5 years · per year[…] · $14,448+7.6%

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

0.27%12-mo yield$27 · $793 on $10k7.93%

−8.1%Worst dropSmaller wins−6.7%

14.1%VolatilityLower wins9.0%

0–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLSVD · JEPI

3.6%MSFT2.0%

6.2%AAPL2.0%

4.0%AMZN1.9%

3.2%GOOGL1.7%

Held in common23.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.27%	+2.1%	+17.5%	+22.8%	new	new	−8.1%	$635M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.27%	+2.1%	+17.5%	+22.8%	new	new	−8.1%	$635M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LSVD vs JEPI

LSVD

LSV Disciplined Value

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureLSVDJEPI

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield0.27%7.93%

5 years, per year[…]+7.6%

3 years, per year[…]+11.0%

Worst drop · 1Y−8.1%−6.7%

Volatility · 1Y14.1%9.0%

4–0measures won
JEPI first

23.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: LSVD, JEPI, SCHD

Today

23.1%most shared, LSVD and JEPI

LSVDJEPISCHD

LSVD—23.1%9.5%

JEPI23.1%—8.4%

SCHD9.5%8.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

SCHD$296 − $6 = $290

LSVD$27 − $40 = −$13

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee