PAAA vs JEPI

APAAA

BJEPI

Measures won3–2PAAA wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.19%PAAA · $19 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−0.2%PAAA · worst fall in 1Y

Held in common[…]PAAA and JEPI

PAAA

JEPI

PGIM AAA CLO ETF · $15.3BJPMorgan Equity Premium Income ETF · $45.2B

+6.2%3 years · per year$11,993 · $13,562+10.7%

[…]5 years · per year[…] · $14,118+7.1%

0.19%Expense ratio$19 · $35 on $10k · lower wins0.35%

4.63%12-mo yield$463 · $809 on $10k8.09%

−0.2%Worst dropSmaller wins−6.7%

0.5%VolatilityLower wins8.8%

3–2PAAA wins

$10,000 · 5 yearsOne scale

Shared top holdingsPAAA · JEPI

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

Held in common[…]

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%	$45.2B
2	APAAA	PGIM AAA CLO ETFRead Desk		0.19%	4.63%	0.0%	+4.1%	+4.8%	+6.2%	new	−0.2%	$15.3B

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%	$45.2B
2	APAAA	PGIM AAA CLO ETFRead Desk		0.19%	4.63%	0.0%	+4.1%	+4.8%	+6.2%	new	−0.2%	$15.3B

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

PAAA vs JEPI

PAAA

PGIM AAA CLO

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasurePAAAJEPI

Fee0.19%0.35%

Cost on $10k a year$19$35

Yield4.63%8.09%

5 years, per year[…]+7.1%

3 years, per year+6.2%+10.7%

Worst drop · 1Y−0.2%−6.7%

Volatility · 1Y0.5%8.8%

3–2measures won
PAAA first

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PAAA, JEPI

Today

[…]holdings […]

PAAAJEPI

PAAA—[…]

JEPI[…]—

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

PAAA$463 − $19 = $444

KeptFee

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