OBOR vs JEPI

AOBOR

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · OBOR $9,783

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.0%OBOR and JEPI

OBOR

JEPI

KraneShares MSCI One Belt One Road Index ETF · $4MJPMorgan Equity Premium Income ETF · $46.8B

+12.8%3 years · per year$14,367 · $13,562+10.7%

−0.4%5 years · per year$9,783 · $14,118+7.1%

0.79%Expense ratio$79 · $35 on $10k · lower wins0.35%

1.97%12-mo yield$197 · $809 on $10k8.09%

−14.9%Worst dropSmaller wins−6.7%

17.3%VolatilityLower wins8.8%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsOBOR · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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
2	AOBOR	KraneShares MSCI One Belt One Road Index ETFRead Desk		0.79%	1.97%	+0.6%	−1.5%	+4.7%	+12.8%	−0.4%	−14.9%	$4M

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	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
2	AOBOR	KraneShares MSCI One Belt One Road Index ETFRead Desk		0.79%	1.97%	+0.6%	−1.5%	+4.7%	+12.8%	−0.4%	−14.9%	$4M

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

OBOR vs JEPI

OBOR

KraneShares MSCI One Belt One Road Index

$9,783

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureOBORJEPI

Fee0.79%0.35%

Cost on $10k a year$79$35

Yield1.97%8.09%

5 years, per year−0.4%+7.1%

3 years, per year+12.8%+10.7%

Worst drop · 1Y−14.9%−6.7%

Volatility · 1Y17.3%8.8%

5–1measures won
JEPI first

0.0%

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: OBOR, JEPI

Today

0.0%most shared, OBOR and JEPI

OBORJEPI

OBOR—0.0%

JEPI0.0%—

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

OBOR$197 − $79 = $118

KeptFee

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