PIO vs JEPI

APIO

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,758VXUS · JEPI $14,448

Lowest cost0.05%VXUS · $5 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common1.4%PIO and JEPI

PIO

JEPI

Invesco Global Water ETF · $268MJPMorgan Equity Premium Income ETF · $45.2B

+12.5%3 years · per year$14,231 · $13,679+11.0%

+2.7%5 years · per year$11,452 · $14,448+7.6%

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

0.85%12-mo yield$85 · $793 on $10k7.93%

−13.1%Worst dropSmaller wins−6.7%

17.0%VolatilityLower wins9.0%

1–5JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPIO · JEPI

8.5%ECL1.2%

3.4%AWK0.2%

Held in common1.4%

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

All Three

5Y3 funds

#
1	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
2	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
3	APIO	Invesco Global Water ETFRead Desk	0.75%	0.85%	+3.4%	+4.3%	+2.3%	+12.5%	+2.7%	−13.1%	$268M

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

All Three

5Y3 funds

#
1	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
2	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
3	APIO	Invesco Global Water ETFRead Desk	0.75%	0.85%	+3.4%	+4.3%	+2.3%	+12.5%	+2.7%	−13.1%	$268M

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

PIO vs JEPI

PIO

Invesco Global Water

$11,452

JEPI

JPMorgan Equity Premium Income

$14,448

MeasurePIOJEPI

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.85%7.93%

5 years, per year+2.7%+7.6%

3 years, per year+12.5%+11.0%

Worst drop · 1Y−13.1%−6.7%

Volatility · 1Y17.0%9.0%

5–1measures won
JEPI first

1.4%

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

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$58.0B

2–0IXUS wins

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: PIO, JEPI, VXUS

Today

1.4%most shared, PIO and JEPI

PIOJEPIVXUS

PIO—1.4%0.3%

JEPI1.4%—0.0%

VXUS0.3%0.0%—

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

VXUS$239 − $5 = $234

PIO$85 − $75 = $10

KeptFee

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