JEPI vs PAPI

AJEPI

BPAPI

Measures won3–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · JEPI $14,448

Lowest cost0.18%QQQ · $18 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common13.6%JEPI and PAPI

JEPI

PAPI

JPMorgan Equity Premium Income ETF · $45.2BParametric Equity Premium Income ETF · $551M

+11.0%3 years · per year$13,679 · $14,425+13.0%

+7.6%5 years · per year$14,448 · […][…]

0.35%Expense ratio$35 · $29 on $10k · lower wins0.29%

7.93%12-mo yield$793 · $725 on $10k7.25%

−6.7%Worst dropSmaller wins−6.9%

9.0%VolatilityLower wins10.5%

3–2JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPI · PAPI

0.7%SYK0.6%

1.0%PEP0.5%

1.8%COST0.5%

1.8%ABBV0.5%

Held in common13.6%

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	AJEPI	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	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.25%	+1.7%	+18.2%	+21.7%	+13.0%	new	−6.9%	$551M

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	AJEPI	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	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.25%	+1.7%	+18.2%	+21.7%	+13.0%	new	−6.9%	$551M

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

JEPI vs PAPI

JEPI

JPMorgan Equity Premium Income

$14,448

PAPI

Parametric Equity Premium Income

[…]

MeasureJEPIPAPI

Fee0.35%0.29%

Cost on $10k a year$35$29

Yield7.93%7.25%

5 years, per year+7.6%[…]

3 years, per year+11.0%+13.0%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y9.0%10.5%

3–2measures won
JEPI first

13.6%

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

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

Overlap: QQQ, PAPI, JEPI

Today

27.1%most shared, QQQ and JEPI

QQQPAPIJEPI

QQQ—7.2%27.1%

PAPI7.2%—13.6%

JEPI27.1%13.6%—

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

PAPI$725 − $29 = $696

QQQ$46 − $18 = $28

KeptFee

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