MAMB vs JOJO

AMAMB

BJOJO

Measures won4–2MAMB wins · of 6 · 5Y

$10,000 · 5Y$10,238MAMB · JOJO $9,214

Lowest cost1.15%MAMB · $115 on $10k

Most income5.48%JOJO · $548 on $10k

Smallest drop−5.7%MAMB · worst fall in 1Y

Held in common32.6%MAMB and JOJO

MAMB

JOJO

Monarch Ambassador Income Index ETF · $199MATAC Credit Rotation ETF · $4M

+7.2%3 years · per year$12,305 · $12,602+8.0%

+0.5%5 years · per year$10,238 · $9,214−1.6%

1.15%Expense ratio$115 · $149 on $10k · lower wins1.49%

2.74%12-mo yield$274 · $548 on $10k5.48%

−5.7%Worst dropSmaller wins−8.2%

5.9%VolatilityLower wins6.6%

4–2MAMB wins

$10,000 · 5 yearsOne scale

Shared top holdingsMAMB · JOJO

19.9%IEF19.8%

12.8%TLT80.0%

Held in common32.6%

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	AMAMB	Monarch Ambassador Income Index ETFRead Desk		1.15%	2.74%	+0.3%	+0.7%	+1.7%	+7.2%	+0.5%	−5.7%	$199M
2	BJOJO	ATAC Credit Rotation ETFRead Desk		1.49%	5.48%	+0.7%	−0.7%	+0.8%	+8.0%	−1.6%	−8.2%	$4M

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	AMAMB	Monarch Ambassador Income Index ETFRead Desk		1.15%	2.74%	+0.3%	+0.7%	+1.7%	+7.2%	+0.5%	−5.7%	$199M
2	BJOJO	ATAC Credit Rotation ETFRead Desk		1.49%	5.48%	+0.7%	−0.7%	+0.8%	+8.0%	−1.6%	−8.2%	$4M

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

MAMB vs JOJO

MAMB

Monarch Ambassador Income Index

$10,238

JOJO

ATAC Credit Rotation

$9,214

MeasureMAMBJOJO

Fee1.15%1.49%

Cost on $10k a year$115$149

Yield2.74%5.48%

5 years, per year+0.5%−1.6%

3 years, per year+7.2%+8.0%

Worst drop · 1Y−5.7%−8.2%

Volatility · 1Y5.9%6.6%

4–2measures won
MAMB first

32.6%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

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%

$42.1BAssets$46.1B

2–0JEPQ 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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MAMB, JOJO

Today

32.6%most shared, MAMB and JOJO

MAMBJOJO

MAMB—32.6%

JOJO32.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$399most kept, JOJO

JOJO$548 − $149 = $399

MAMB$274 − $115 = $159

KeptFee

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