MTUM vs JEPI

AMTUM

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,425MTUM · JEPI $14,635

Lowest cost0.15%MTUM · $15 on $10k

Most income7.96%JEPI · $796 on $10k

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

Held in common16.6%MTUM and JEPI

MTUM

JEPI

iShares MSCI USA Momentum Factor ETF · $17.4BJPMorgan Equity Premium Income ETF · $46.0B

+28.2%3 years · per year$21,049 · $14,201+12.4%

+9.2%5 years · per year$15,541 · $14,322+7.4%

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

0.67%12-mo yield$67 · $796 on $10k7.96%

−20.1%Worst dropSmaller wins−6.7%

27.8%VolatilityLower wins7.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMTUM · JEPI

3.7%JNJ1.8%

2.4%GOOGL1.4%

2.0%LRCX1.1%

0.9%C1.0%

Held in common16.6%

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	AMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	0.67%	+1.2%	+11.6%	+10.2%	+28.2%	+9.2%	−20.1%	$17.4B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

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	AMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	0.67%	+1.2%	+11.6%	+10.2%	+28.2%	+9.2%	−20.1%	$17.4B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

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

MTUM vs JEPI

MTUM

iShares MSCI USA Momentum Factor

$15,541

JEPI

JPMorgan Equity Premium Income

$14,322

MeasureMTUMJEPI

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield0.67%7.96%

5 years, per year+9.2%+7.4%

3 years, per year+28.2%+12.4%

Worst drop · 1Y−20.1%−6.7%

Volatility · 1Y27.8%7.9%

3–3measures won
level

16.6%

holdings shared

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026

Overlap: MTUM, JEPI

Today

16.6%most shared, MTUM and JEPI

MTUMJEPI

MTUM—16.6%

JEPI16.6%—

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

MTUM$67 − $15 = $52

KeptFee

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