MFSG vs JEPI

AMFSG

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,448JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common23.9%MFSG and JEPI

MFSG

JEPI

MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF · $390MJPMorgan Equity Premium Income ETF · $45.2B

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

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

0.49%Expense ratio$49 · $35 on $10k · lower wins0.35%

0.07%12-mo yield$7 · $793 on $10k7.93%

−14.4%Worst dropSmaller wins−6.7%

19.3%VolatilityLower wins9.0%

0–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFSG · JEPI

7.6%MSFT2.0%

6.8%AAPL2.0%

4.0%V1.9%

3.1%AMZN1.9%

Held in common23.9%

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

Both

5Y2 funds

#			Trend
1	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
2	AMFSG	MFS Active Exchange Traded Funds Trust - MFS Active Growth ETFRead Desk		0.49%	0.07%	+2.4%	+1.1%	+1.8%	new	new	−14.4%	$390M

End-of-day Nov 9, 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%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	AMFSG	MFS Active Exchange Traded Funds Trust - MFS Active Growth ETFRead Desk		0.49%	0.07%	+2.4%	+1.1%	+1.8%	new	new	−14.4%	$390M

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

MFSG vs JEPI

MFSG

MFS Active Exchange Traded Funds Trust - MFS Active Growth

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureMFSGJEPI

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield0.07%7.93%

5 years, per year[…]+7.6%

3 years, per year[…]+11.0%

Worst drop · 1Y−14.4%−6.7%

Volatility · 1Y19.3%9.0%

4–0measures won
JEPI first

23.9%

holdings shared

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

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

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: MFSG, JEPI

Today

23.9%most shared, MFSG and JEPI

MFSGJEPI

MFSG—23.9%

JEPI23.9%—

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

MFSG$7 − $49 = −$42

KeptFee

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