ROAM vs JEPI

AROAM

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,809ROAM · VXUS $14,489

Lowest cost0.05%VXUS · $5 on $10k

Most income8.09%JEPI · $809 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 · $101MJPMorgan Equity Premium Income ETF · $46.8B

+22.0%3 years · per year$18,143 · $13,562+10.7%

+10.9%5 years · per year$16,809 · $14,118+7.1%

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

2.55%12-mo yield$255 · $809 on $10k8.09%

−12.0%Worst dropSmaller wins−6.7%

18.5%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROAM · JEPI

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	AROAM	Hartford Multifactor Emerging Markets ETFRead Desk	0.44%	2.55%	+1.0%	+14.8%	+16.8%	+22.0%	+10.9%	−12.0%	$101M
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
3	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

All Three

5Y3 funds

#
1	AROAM	Hartford Multifactor Emerging Markets ETFRead Desk	0.44%	2.55%	+1.0%	+14.8%	+16.8%	+22.0%	+10.9%	−12.0%	$101M
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
3	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

ROAM vs JEPI

ROAM

Hartford Multifactor Emerging Markets

$16,809

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureROAMJEPI

Fee0.44%0.35%

Cost on $10k a year$44$35

Yield2.55%8.09%

5 years, per year+10.9%+7.1%

3 years, per year+22.0%+10.7%

Worst drop · 1Y−12.0%−6.7%

Volatility · 1Y18.5%8.8%

4–2measures won
JEPI first

0.0%

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

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

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

Overlap: ROAM, JEPI, VXUS

Today

10.5%most shared, ROAM and VXUS

ROAMJEPIVXUS

ROAM—0.0%10.5%

JEPI0.0%—0.0%

VXUS10.5%0.0%—

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

VXUS$245 − $5 = $240

ROAM$255 − $44 = $211

KeptFee

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