REAI vs JEPI

AREAI

BJEPI

Measures won0–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,448JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common1.2%REAI and JEPI

REAI

JEPI

Intelligent Real Estate ETF · $1MJPMorgan Equity Premium Income ETF · $45.2B

+9.4%3 years · per year$13,087 · $13,679+11.0%

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

0.59%Expense ratio$59 · $35 on $10k · lower wins0.35%

2.35%12-mo yield$235 · $793 on $10k7.93%

−10.2%Worst dropSmaller wins−6.7%

15.1%VolatilityLower wins9.0%

0–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsREAI · JEPI

9.9%EQIX0.9%

5.2%AMT0.2%

Held in common1.2%

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

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	AREAI	Intelligent Real Estate ETFRead Desk		0.59%	2.35%	+2.1%	+11.8%	+7.3%	+9.4%	new	−10.2%	$1M

End-of-day Nov 9, 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%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	AREAI	Intelligent Real Estate ETFRead Desk		0.59%	2.35%	+2.1%	+11.8%	+7.3%	+9.4%	new	−10.2%	$1M

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

REAI vs JEPI

REAI

Intelligent Real Estate

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureREAIJEPI

Fee0.59%0.35%

Cost on $10k a year$59$35

Yield2.35%7.93%

5 years, per year[…]+7.6%

3 years, per year+9.4%+11.0%

Worst drop · 1Y−10.2%−6.7%

Volatility · 1Y15.1%9.0%

5–0measures won
JEPI first

1.2%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: REAI, JEPI

Today

1.2%most shared, REAI and JEPI

REAIJEPI

REAI—1.2%

JEPI1.2%—

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

REAI$235 − $59 = $176

KeptFee

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