PFF vs JEPI

APFF

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · PFF $9,715

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 common2.2%PFF and JEPI

PFF

JEPI

iShares Preferred and Income Securities ETF · $11.5BJPMorgan Equity Premium Income ETF · $46.8B

+5.5%3 years · per year$11,726 · $13,562+10.7%

−0.6%5 years · per year$9,715 · $14,118+7.1%

0.45%Expense ratio$45 · $35 on $10k · lower wins0.35%

5.79%12-mo yield$579 · $809 on $10k8.09%

−8.6%Worst dropSmaller wins−6.7%

8.1%VolatilityLower wins8.8%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFF · JEPI

1.8%NEE1.9%

0.4%C1.0%

Held in common2.2%

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%	$46.8B
2	APFF	iShares Preferred and Income Securities ETFRead Desk		0.45%	5.79%	+0.4%	−4.4%	−3.9%	+5.5%	−0.6%	−8.6%	$11.5B

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%	$46.8B
2	APFF	iShares Preferred and Income Securities ETFRead Desk		0.45%	5.79%	+0.4%	−4.4%	−3.9%	+5.5%	−0.6%	−8.6%	$11.5B

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

PFF vs JEPI

PFF

iShares Preferred and Income Securities

$9,715

JEPI

JPMorgan Equity Premium Income

$14,118

MeasurePFFJEPI

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield5.79%8.09%

5 years, per year−0.6%+7.1%

3 years, per year+5.5%+10.7%

Worst drop · 1Y−8.6%−6.7%

Volatility · 1Y8.1%8.8%

5–1measures won
JEPI first

2.2%

holdings shared

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PFF, JEPI

Today

2.2%most shared, PFF and JEPI

PFFJEPI

PFF—2.2%

JEPI2.2%—

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

PFF$579 − $45 = $534

KeptFee

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