PCLO vs JEPI

APCLO

BJEPI

Measures won3–1PCLO wins · of 6 · 5Y

$10,000 · 5Y$14,322JEPI

Lowest cost0.29%PCLO · $29 on $10k

Most income7.96%JEPI · $796 on $10k

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

Held in common[…]PCLO and JEPI

PCLO

JEPI

Virtus ETF Trust II - Virtus Seix AAA Private Credit CLO ETF · $19MJPMorgan Equity Premium Income ETF · $46.0B

[…]3 years · per year[…] · $14,201+12.4%

[…]5 years · per year[…] · $14,322+7.4%

0.29%Expense ratio$29 · $35 on $10k · lower wins0.35%

5.00%12-mo yield$500 · $796 on $10k7.96%

−0.2%Worst dropSmaller wins−6.7%

0.9%VolatilityLower wins7.9%

3–1PCLO wins

$10,000 · 5 yearsOne scale

Shared top holdingsPCLO · JEPI

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

Held in common[…]

End-of-day Nov 3, 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%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	APCLO	Virtus ETF Trust II - Virtus Seix AAA Private Credit CLO ETFRead Desk		0.29%	5.00%	0.0%	+4.0%	+4.9%	new	new	−0.2%	$19M

End-of-day Nov 3, 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%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	APCLO	Virtus ETF Trust II - Virtus Seix AAA Private Credit CLO ETFRead Desk		0.29%	5.00%	0.0%	+4.0%	+4.9%	new	new	−0.2%	$19M

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

Cards for this view

PCLO vs JEPI

PCLO

Virtus ETF Trust II - Virtus Seix AAA Private Credit CLO

[…]

JEPI

JPMorgan Equity Premium Income

$14,322

MeasurePCLOJEPI

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield5.00%7.96%

5 years, per year[…]+7.4%

3 years, per year[…]+12.4%

Worst drop · 1Y−0.2%−6.7%

Volatility · 1Y0.9%7.9%

3–1measures won
PCLO first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: PCLO, JEPI

Today

[…]holdings […]

PCLOJEPI

PCLO—[…]

JEPI[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

PCLO$500 − $29 = $471

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee