MFSV vs JEPI

AMFSV

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,635JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income7.83%JEPI · $783 on $10k

Smallest drop−6.4%MFSV · worst fall in 1Y

Held in common21.8%MFSV and JEPI

MFSV

JEPI

MFS Active Value ETF · $692MJPMorgan Equity Premium Income ETF · $46.1B

[…]3 years · per year[…] · $14,269+12.6%

[…]5 years · per year[…] · $14,635+7.9%

0.44%Expense ratio$44 · $35 on $10k · lower wins0.35%

1.29%12-mo yield$129 · $783 on $10k7.83%

−6.4%Worst dropSmaller wins−6.7%

10.3%VolatilityLower wins8.1%

1–3JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFSV · JEPI

5.5%MSFT1.9%

3.0%AAPL1.9%

5.2%AMZN1.8%

1.6%JNJ1.8%

Held in common21.8%

End-of-day Nov 4, 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%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	AMFSV	MFS Active Value ETFRead Desk		0.44%	1.29%	+2.5%	+16.5%	+21.3%	new	new	−6.4%	$692M

End-of-day Nov 4, 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%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	AMFSV	MFS Active Value ETFRead Desk		0.44%	1.29%	+2.5%	+16.5%	+21.3%	new	new	−6.4%	$692M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MFSV vs JEPI

MFSV

MFS Active Value

[…]

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureMFSVJEPI

Fee0.44%0.35%

Cost on $10k a year$44$35

Yield1.29%7.83%

5 years, per year[…]+7.9%

3 years, per year[…]+12.6%

Worst drop · 1Y−6.4%−6.7%

Volatility · 1Y10.3%8.1%

3–1measures won
JEPI first

21.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MFSV, JEPI

Today

21.8%most shared, MFSV and JEPI

MFSVJEPI

MFSV—21.8%

JEPI21.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

MFSV$129 − $44 = $85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee