OCIO vs JEPI

AOCIO

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,429JEPI · OCIO $13,505

Lowest cost0.35%JEPI · $35 on $10k

Most income9.60%OCIO · $960 on $10k

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

Held in common6.4%OCIO and JEPI

ClearShares OCIO ETF · $167MJPMorgan Equity Premium Income ETF · $46.6B

+13.1%3 years · per year$14,473 · $13,634+10.9%

+6.2%5 years · per year$13,505 · $14,429+7.6%

0.66%Expense ratio$66 · $35 on $10k · lower wins0.35%

9.60%12-mo yield$960 · $792 on $10k7.92%

End-of-day Nov 10, 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%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B
2	AOCIO	ClearShares OCIO ETFRead Desk		0.66%	9.60%	+1.9%	+6.3%	+8.1%	+13.1%	+6.2%	−7.0%	$167M

End-of-day Nov 10, 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%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B
2	AOCIO	ClearShares OCIO ETFRead Desk		0.66%	9.60%	+1.9%	+6.3%	+8.1%	+13.1%	+6.2%	−7.0%	$167M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OCIO

ClearShares OCIO

$13,505

JEPI

JPMorgan Equity Premium Income

$14,429

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