NUMV vs JEPI

ANUMV

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,545JEPI · NUMV $13,996

Lowest cost0.31%NUMV · $31 on $10k

Most income7.84%JEPI · $784 on $10k

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

Held in common1.1%NUMV and JEPI

Nuveen ESG Mid-Cap Value · $434MJPMorgan Equity Premium Income ETF · $46.8B

+20.1%3 years · per year$17,327 · $13,729+11.1%

+7.0%5 years · per year$13,996 · $14,545+7.8%

0.31%Expense ratio$31 · $35 on $10k · lower wins0.35%

1.31%12-mo yield$131 · $784 on $10k7.84%

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B
2	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk		0.31%	1.31%	+0.5%	+17.5%	+20.1%	+20.1%	+7.0%	−8.7%	$434M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B
2	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk		0.31%	1.31%	+0.5%	+17.5%	+20.1%	+20.1%	+7.0%	−8.7%	$434M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NUMV

Nuveen ESG Mid-Cap Value

$13,996

JEPI

JPMorgan Equity Premium Income

$14,545

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