PSFD vs JEPI

APSFD

BJEPI

Measures won4–2PSFD wins · of 6 · 5Y

$10,000 · 5Y$16,854PSFD · JEPI $14,118

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−5.9%PSFD · worst fall in 1Y

Held in common[…]PSFD and JEPI

PSFD

JEPI

Pacer Swan SOS Flex (January) ETF · $59MJPMorgan Equity Premium Income ETF · $46.8B

+15.9%3 years · per year$15,586 · $13,562+10.7%

+11.0%5 years · per year$16,854 · $14,118+7.1%

0.49%Expense ratio$49 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $809 on $10k8.09%

−5.9%Worst dropSmaller wins−6.7%

7.8%VolatilityLower wins8.8%

4–2PSFD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSFD · JEPI

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

Held in common[…]

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	APSFD	Pacer Swan SOS Flex (January) ETFRead Desk		0.49%	0.00%	+0.2%	+7.5%	+9.7%	+15.9%	+11.0%	−5.9%	$59M
2	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

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	APSFD	Pacer Swan SOS Flex (January) ETFRead Desk		0.49%	0.00%	+0.2%	+7.5%	+9.7%	+15.9%	+11.0%	−5.9%	$59M
2	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

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

PSFD vs JEPI

PSFD

Pacer Swan SOS Flex (January)

$16,854

JEPI

JPMorgan Equity Premium Income

$14,118

MeasurePSFDJEPI

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield0.00%8.09%

5 years, per year+11.0%+7.1%

3 years, per year+15.9%+10.7%

Worst drop · 1Y−5.9%−6.7%

Volatility · 1Y7.8%8.8%

4–2measures won
PSFD first

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: PSFD, JEPI

Today

[…]holdings […]

PSFDJEPI

PSFD—[…]

JEPI[…]—

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

PSFD$0 − $49 = −$49

KeptFee

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