PFXF vs JEPI

APFXF

BJEPI

Measures won0–6JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · JEPI $14,108

Lowest cost0.04%VIG · $4 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.0%PFXF and JEPI

PFXF

JEPI

VanEck Preferred Securities ex Financials ETF · $2.1BJPMorgan Equity Premium Income ETF · $46.8B

+8.5%3 years · per year$12,770 · $13,674+11.0%

+1.2%5 years · per year$10,632 · $14,108+7.1%

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

6.56%12-mo yield$656 · $809 on $10k8.09%

−11.8%Worst dropSmaller wins−6.7%

11.4%VolatilityLower wins8.8%

0–6JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFXF · JEPI

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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
3	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.56%	−2.5%	−3.3%	−0.6%	+8.5%	+1.2%	−11.8%	$2.1B

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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
3	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.56%	−2.5%	−3.3%	−0.6%	+8.5%	+1.2%	−11.8%	$2.1B

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

PFXF vs JEPI

PFXF

VanEck Preferred Securities ex Financials

$10,632

JEPI

JPMorgan Equity Premium Income

$14,108

MeasurePFXFJEPI

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield6.56%8.09%

5 years, per year+1.2%+7.1%

3 years, per year+8.5%+11.0%

Worst drop · 1Y−11.8%−6.7%

Volatility · 1Y11.4%8.8%

6–0measures won
JEPI first

0.0%

holdings shared

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

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

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

Overlap: PFXF, JEPI, VIG

Today

30.9%most shared, JEPI and VIG

PFXFJEPIVIG

PFXF—0.0%0.0%

JEPI0.0%—30.9%

VIG0.0%30.9%—

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

PFXF$656 − $40 = $616

VIG$149 − $4 = $145

KeptFee

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