PVAL vs JEPI

APVAL

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$20,832PVAL · JEPI $14,118

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 common20.8%PVAL and JEPI

PVAL

JEPI

Putnam Focused Large Cap Value ETF · $15.9BJPMorgan Equity Premium Income ETF · $46.8B

+25.2%3 years · per year$19,624 · $13,562+10.7%

+15.8%5 years · per year$20,832 · $14,118+7.1%

0.56%Expense ratio$56 · $35 on $10k · lower wins0.35%

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

−7.2%Worst dropSmaller wins−6.7%

11.4%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsPVAL · JEPI

9.5%MSFT2.0%

7.2%AAPL2.0%

4.6%AMZN1.9%

2.0%ABBV1.7%

Held in common20.8%

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	APVAL	Putnam Focused Large Cap Value ETFRead Desk		0.56%	0.88%	−0.3%	+19.0%	+25.6%	+25.2%	+15.8%	−7.2%	$15.9B
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	APVAL	Putnam Focused Large Cap Value ETFRead Desk		0.56%	0.88%	−0.3%	+19.0%	+25.6%	+25.2%	+15.8%	−7.2%	$15.9B
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

PVAL vs JEPI

PVAL

Putnam Focused Large Cap Value

$20,832

JEPI

JPMorgan Equity Premium Income

$14,118

MeasurePVALJEPI

Fee0.56%0.35%

Cost on $10k a year$56$35

Yield0.88%8.09%

5 years, per year+15.8%+7.1%

3 years, per year+25.2%+10.7%

Worst drop · 1Y−7.2%−6.7%

Volatility · 1Y11.4%8.8%

4–2measures won
JEPI first

20.8%

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%

$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: PVAL, JEPI

Today

20.8%most shared, PVAL and JEPI

PVALJEPI

PVAL—20.8%

JEPI20.8%—

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

PVAL$88 − $56 = $32

KeptFee

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