PSR vs JEPI

APSR

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · PSR $10,736

Lowest cost0.35%PSR · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common1.9%PSR and JEPI

PSR

JEPI

Invesco Active U.S. Real Estate ETF · $60MJPMorgan Equity Premium Income ETF · $45.2B

+13.3%3 years · per year$14,541 · $13,562+10.7%

+1.4%5 years · per year$10,736 · $14,118+7.1%

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

2.64%12-mo yield$264 · $809 on $10k8.09%

−11.2%Worst dropSmaller wins−6.7%

14.3%VolatilityLower wins8.8%

1–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSR · JEPI

7.3%EQIX0.9%

2.4%VTR0.6%

7.1%AMT0.3%

10.6%WELL0.2%

Held in common1.9%

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%	$45.2B
2	APSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.64%	−0.6%	+16.4%	+15.9%	+13.3%	+1.4%	−11.2%	$60M

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%	$45.2B
2	APSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.64%	−0.6%	+16.4%	+15.9%	+13.3%	+1.4%	−11.2%	$60M

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

PSR vs JEPI

PSR

Invesco Active U.S. Real Estate

$10,736

JEPI

JPMorgan Equity Premium Income

$14,118

MeasurePSRJEPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield2.64%8.09%

5 years, per year+1.4%+7.1%

3 years, per year+13.3%+10.7%

Worst drop · 1Y−11.2%−6.7%

Volatility · 1Y14.3%8.8%

4–1measures won
JEPI first

1.9%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PSR, JEPI

Today

1.9%most shared, PSR and JEPI

PSRJEPI

PSR—1.9%

JEPI1.9%—

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

PSR$264 − $35 = $229

KeptFee

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