NUMI vs JEPI5YNUMINUMIAvsBJEPIJEPINuveen Municipal Income · $95MJPMorgan Equity Premium Income ETF · $47.3BReturns · dividends in[…]3 years · per year[…] · $13,696+11.1%[…]5 years · per year[…] · $14,519+7.7%Cost and income0.30%Expense ratio$30 · $35 on $10k · lower wins0.35%3.50%12-mo yield$350 · $787 on $10k7.87%
Overlap: NUMI, JEPI, SCHDToday8.5%most shared, JEPI and SCHDNUMIJEPISCHDNUMI—0.0%0.1%JEPI0.0%—8.5%SCHD0.1%8.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
NUMI vs JEPI5YANUMINuveen Municipal Income[…]vsJEPIBJPMorgan Equity Premium Income$14,519MeasureNUMIJEPIFee0.30%0.35%Cost on $10k a year$30$35Yield3.50%7.87%5 years, per year[…]+7.7%3 years, per year[…]+11.1%Worst drop · 1Y−7.3%−6.7%Volatility · 1Y4.4%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B2BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.3B3ANUMINuveen Municipal IncomeReadDesk0.30%3.50%−0.3%−0.5%−0.1%newnew−7.3%$95MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B2BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.3B3ANUMINuveen Municipal IncomeReadDesk0.30%3.50%−0.3%−0.5%−0.1%newnew−7.3%$95MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: NUMI, JEPI, SCHDToday8.5%most shared, JEPI and SCHDNUMIJEPISCHDNUMI—0.0%0.1%JEPI0.0%—8.5%SCHD0.1%8.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$752most kept, JEPIJEPI$787 − $35 = $752NUMI$350 − $30 = $320SCHD$292 − $6 = $286KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee