OUSA vs JEPI

AOUSA

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$15,825OUSA · JEPI $14,108

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 common34.7%OUSA and JEPI

OUSA

JEPI

ALPS Funds O’Shares U.S. Quality Dividend ETF · $742MJPMorgan Equity Premium Income ETF · $46.8B

+17.2%3 years · per year$16,105 · $13,674+11.0%

+9.6%5 years · per year$15,825 · $14,108+7.1%

0.48%Expense ratio$48 · $35 on $10k · lower wins0.35%

1.33%12-mo yield$133 · $809 on $10k8.09%

−8.4%Worst dropSmaller wins−6.7%

11.3%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsOUSA · JEPI

5.1%MA2.0%

5.2%MSFT2.0%

4.9%AAPL1.9%

5.5%V1.9%

Held in common34.7%

End-of-day Nov 5, 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	AOUSA	ALPS Funds O’Shares U.S. Quality Dividend ETFRead Desk		0.48%	1.33%	−2.3%	+11.9%	+16.1%	+17.2%	+9.6%	−8.4%	$742M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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

Both

5Y2 funds

#			Trend
1	AOUSA	ALPS Funds O’Shares U.S. Quality Dividend ETFRead Desk		0.48%	1.33%	−2.3%	+11.9%	+16.1%	+17.2%	+9.6%	−8.4%	$742M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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

Cards for this view

OUSA vs JEPI

OUSA

ALPS Funds O’Shares U.S. Quality Dividend

$15,825

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureOUSAJEPI

Fee0.48%0.35%

Cost on $10k a year$48$35

Yield1.33%8.09%

5 years, per year+9.6%+7.1%

3 years, per year+17.2%+11.0%

Worst drop · 1Y−8.4%−6.7%

Volatility · 1Y11.3%8.8%

4–2measures won
JEPI first

34.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: OUSA, JEPI

Today

34.7%most shared, OUSA and JEPI

OUSAJEPI

OUSA—34.7%

JEPI34.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

OUSA$133 − $48 = $85

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee