QVAL vs JEPI

AQVAL

BJEPI

Measures won4–2QVAL wins · of 6 · 5Y

$10,000 · 5Y$19,361QVAL · JEPI $14,108

Lowest cost0.28%QVAL · $28 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.3%QVAL · worst fall in 1Y

Held in common5.3%QVAL and JEPI

QVAL

JEPI

Alpha Architect U.S. Quantitative Value ETF · $720MJPMorgan Equity Premium Income ETF · $46.8B

+23.5%3 years · per year$18,837 · $13,674+11.0%

+14.1%5 years · per year$19,361 · $14,108+7.1%

0.28%Expense ratio$28 · $35 on $10k · lower wins0.35%

1.39%12-mo yield$139 · $809 on $10k8.09%

−6.3%Worst dropSmaller wins−6.7%

14.3%VolatilityLower wins8.8%

4–2QVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsQVAL · JEPI

1.9%EOG1.6%

1.9%COP0.8%

2.4%ACN0.7%

1.8%BMY0.6%

Held in common5.3%

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	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.39%	−2.7%	+31.3%	+40.6%	+23.5%	+14.1%	−6.3%	$720M
2	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

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	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.39%	−2.7%	+31.3%	+40.6%	+23.5%	+14.1%	−6.3%	$720M
2	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

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

QVAL vs JEPI

QVAL

Alpha Architect U.S. Quantitative Value

$19,361

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureQVALJEPI

Fee0.28%0.35%

Cost on $10k a year$28$35

Yield1.39%8.09%

5 years, per year+14.1%+7.1%

3 years, per year+23.5%+11.0%

Worst drop · 1Y−6.3%−6.7%

Volatility · 1Y14.3%8.8%

4–2measures won
QVAL first

5.3%

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: QVAL, JEPI

Today

5.3%most shared, QVAL and JEPI

QVALJEPI

QVAL—5.3%

JEPI5.3%—

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

QVAL$139 − $28 = $111

KeptFee

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