ROAM vs JEPI

AROAM

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,016ROAM · JEPI $14,635

Lowest cost0.35%JEPI · $35 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common0.0%ROAM and JEPI

ROAM

JEPI

Hartford Multifactor Emerging Markets ETF · $100MJPMorgan Equity Premium Income ETF · $46.1B

+23.2%3 years · per year$18,698 · $14,269+12.6%

+11.2%5 years · per year$17,016 · $14,635+7.9%

0.44%Expense ratio$44 · $35 on $10k · lower wins0.35%

2.48%12-mo yield$248 · $783 on $10k7.83%

−11.1%Worst dropSmaller wins−6.7%

18.2%VolatilityLower wins8.1%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsROAM · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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	AROAM	Hartford Multifactor Emerging Markets ETFRead Desk		0.44%	2.48%	+1.6%	+18.0%	+19.6%	+23.2%	+11.2%	−11.1%	$100M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AROAM	Hartford Multifactor Emerging Markets ETFRead Desk		0.44%	2.48%	+1.6%	+18.0%	+19.6%	+23.2%	+11.2%	−11.1%	$100M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ROAM vs JEPI

ROAM

Hartford Multifactor Emerging Markets

$17,017

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureROAMJEPI

Fee0.44%0.35%

Cost on $10k a year$44$35

Yield2.48%7.83%

5 years, per year+11.2%+7.9%

3 years, per year+23.2%+12.6%

Worst drop · 1Y−11.1%−6.7%

Volatility · 1Y18.2%8.1%

4–2measures won
JEPI first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ROAM, JEPI

Today

0.0%most shared, ROAM and JEPI

ROAMJEPI

ROAM—0.0%

JEPI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

ROAM$248 − $44 = $204

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee