MFUS vs JEPI

AMFUS

BJEPI

Measures won4–2MFUS wins · of 6 · 5Y

$10,000 · 5Y$17,262MFUS · JEPI $14,118

Lowest cost0.29%MFUS · $29 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common28.8%MFUS and JEPI

MFUS

JEPI

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $320MJPMorgan Equity Premium Income ETF · $46.8B

+21.6%3 years · per year$17,982 · $13,562+10.7%

+11.5%5 years · per year$17,262 · $14,118+7.1%

0.29%Expense ratio$29 · $35 on $10k · lower wins0.35%

1.46%12-mo yield$146 · $809 on $10k8.09%

−6.4%Worst dropSmaller wins−6.7%

11.9%VolatilityLower wins8.8%

4–2MFUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFUS · JEPI

2.3%AAPL2.0%

1.9%JNJ1.8%

1.5%ABBV1.7%

1.7%LLY1.2%

Held in common28.8%

End-of-day Nov 6, 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	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk		0.29%	1.46%	−0.1%	+14.0%	+16.5%	+21.6%	+11.5%	−6.4%	$320M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk		0.29%	1.46%	−0.1%	+14.0%	+16.5%	+21.6%	+11.5%	−6.4%	$320M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MFUS vs JEPI

MFUS

PIMCO RAFI Dynamic Multi-Factor U.S. Equity

$17,262

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureMFUSJEPI

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield1.46%8.09%

5 years, per year+11.5%+7.1%

3 years, per year+21.6%+10.7%

Worst drop · 1Y−6.4%−6.7%

Volatility · 1Y11.9%8.8%

4–2measures won
MFUS first

28.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MFUS, JEPI

Today

28.8%most shared, MFUS and JEPI

MFUSJEPI

MFUS—28.8%

JEPI28.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

MFUS$146 − $29 = $117

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee