PIO vs JEPI

APIO

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI · PIO $11,107

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 common1.4%PIO and JEPI

PIO

JEPI

Invesco Global Water ETF · $271MJPMorgan Equity Premium Income ETF · $46.1B

+12.6%3 years · per year$14,263 · $13,674+11.0%

+2.1%5 years · per year$11,107 · $14,108+7.1%

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

0.88%12-mo yield$88 · $809 on $10k8.09%

−13.1%Worst dropSmaller wins−6.7%

16.7%VolatilityLower wins8.8%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsPIO · JEPI

8.6%ECL1.2%

3.3%AWK0.2%

Held in common1.4%

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

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	APIO	Invesco Global Water ETFRead Desk		0.75%	0.88%	−3.6%	+1.0%	−0.4%	+12.6%	+2.1%	−13.1%	$271M

End-of-day Nov 5, 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%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	APIO	Invesco Global Water ETFRead Desk		0.75%	0.88%	−3.6%	+1.0%	−0.4%	+12.6%	+2.1%	−13.1%	$271M

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

PIO vs JEPI

PIO

Invesco Global Water

$11,107

JEPI

JPMorgan Equity Premium Income

$14,108

MeasurePIOJEPI

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.88%8.09%

5 years, per year+2.1%+7.1%

3 years, per year+12.6%+11.0%

Worst drop · 1Y−13.1%−6.7%

Volatility · 1Y16.7%8.8%

5–1measures won
JEPI first

1.4%

holdings shared

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

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PIO, JEPI

Today

1.4%most shared, PIO and JEPI

PIOJEPI

PIO—1.4%

JEPI1.4%—

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

PIO$88 − $75 = $13

KeptFee

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