PAMC vs JEPI

APAMC

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,448JEPI · PAMC $13,940

Lowest cost0.35%JEPI · $35 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common0.1%PAMC and JEPI

PAMC

JEPI

Pacer Lunt MidCap Multi-Factor Alternator ETF · $48MJPMorgan Equity Premium Income ETF · $45.2B

+14.8%3 years · per year$15,135 · $13,679+11.0%

+6.9%5 years · per year$13,940 · $14,448+7.6%

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

1.32%12-mo yield$132 · $793 on $10k7.93%

−14.1%Worst dropSmaller wins−6.7%

20.2%VolatilityLower wins9.0%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsPAMC · JEPI

2.0%TOST0.1%

Held in common0.1%

End-of-day Nov 9, 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%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	APAMC	Pacer Lunt MidCap Multi-Factor Alternator ETFRead Desk		0.60%	1.32%	+2.5%	+6.7%	+9.9%	+14.8%	+6.9%	−14.1%	$48M

End-of-day Nov 9, 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%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	APAMC	Pacer Lunt MidCap Multi-Factor Alternator ETFRead Desk		0.60%	1.32%	+2.5%	+6.7%	+9.9%	+14.8%	+6.9%	−14.1%	$48M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PAMC vs JEPI

PAMC

Pacer Lunt MidCap Multi-Factor Alternator

$13,940

JEPI

JPMorgan Equity Premium Income

$14,448

MeasurePAMCJEPI

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield1.32%7.93%

5 years, per year+6.9%+7.6%

3 years, per year+14.8%+11.0%

Worst drop · 1Y−14.1%−6.7%

Volatility · 1Y20.2%9.0%

5–1measures won
JEPI first

0.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: PAMC, JEPI

Today

0.1%most shared, PAMC and JEPI

PAMCJEPI

PAMC—0.1%

JEPI0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

PAMC$132 − $60 = $72

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee