PTH vs JEPI

APTH

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI · PTH $10,684

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 common0.1%PTH and JEPI

PTH

JEPI

Invesco Dorsey Wright Healthcare Momentum ETF · $299MJPMorgan Equity Premium Income ETF · $46.8B

+24.2%3 years · per year$19,172 · $13,674+11.0%

+1.3%5 years · per year$10,684 · $14,108+7.1%

0.74%Expense ratio$74 · $35 on $10k · lower wins0.35%

2.71%12-mo yield$271 · $809 on $10k8.09%

−12.8%Worst dropSmaller wins−6.7%

28.0%VolatilityLower wins8.8%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsPTH · JEPI

2.0%ILMN0.1%

Held in common0.1%

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%	$46.8B
2	APTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk		0.74%	2.71%	−6.4%	+13.2%	+21.8%	+24.2%	+1.3%	−12.8%	$299M

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%	$46.8B
2	APTH	Invesco Dorsey Wright Healthcare Momentum ETFRead Desk		0.74%	2.71%	−6.4%	+13.2%	+21.8%	+24.2%	+1.3%	−12.8%	$299M

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

PTH vs JEPI

PTH

Invesco Dorsey Wright Healthcare Momentum

$10,684

JEPI

JPMorgan Equity Premium Income

$14,108

MeasurePTHJEPI

Fee0.74%0.35%

Cost on $10k a year$74$35

Yield2.71%8.09%

5 years, per year+1.3%+7.1%

3 years, per year+24.2%+11.0%

Worst drop · 1Y−12.8%−6.7%

Volatility · 1Y28.0%8.8%

5–1measures won
JEPI first

0.1%

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%

$42.6BAssets$46.8B

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%

$120BAssets$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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PTH, JEPI

Today

0.1%most shared, PTH and JEPI

PTHJEPI

PTH—0.1%

JEPI0.1%—

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

PTH$271 − $74 = $197

KeptFee

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