MAVF vs JEPI

AMAVF

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,510JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common13.0%MAVF and JEPI

MAVF

JEPI

Matrix Advisors Value ETF · $94MJPMorgan Equity Premium Income ETF · $47.3B

[…]3 years · per year[…] · $13,724+11.1%

[…]5 years · per year[…] · $14,510+7.7%

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

0.37%12-mo yield$37 · $786 on $10k7.86%

−10.9%Worst dropSmaller wins

End-of-day Nov 12, 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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
2	AMAVF	Matrix Advisors Value ETFRead Desk		0.75%	0.37%	−0.5%	+15.9%	+18.8%	new	new	−10.9%	$94M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
2	AMAVF	Matrix Advisors Value ETFRead Desk		0.75%	0.37%	−0.5%	+15.9%	+18.8%	new	new	−10.9%	$94M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MAVF vs JEPI

MAVF

Matrix Advisors Value

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureMAVFJEPI

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.37%7.86%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−10.9%−6.7%

Volatility · 1Y15.5%9.0%

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MAVF vs JEPI

Both

Both

$10,000 in MAVF, JEPI

Overlap: MAVF, JEPI

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Income After Fees on $10,000