SAMT vs JEPI

ASAMT

BJEPI

Measures won1–4JEPI 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 common17.9%SAMT and JEPI

SAMT

JEPI

Strategas Macro Thematic Opportunities ETF · $755MJPMorgan Equity Premium Income ETF · $45.2B

+22.5%3 years · per year$18,389 · $13,679+11.0%

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

0.66%Expense ratio$66 · $35 on $10k · lower wins0.35%

0.67%12-mo yield$67 · $793 on $10k7.93%

−16.6%Worst dropSmaller wins−6.7%

17.2%VolatilityLower wins9.0%

1–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAMT · JEPI

2.4%MSFT2.0%

2.6%AAPL2.0%

3.6%V1.9%

2.8%JNJ1.8%

Held in common17.9%

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	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk		0.66%	0.67%	+1.6%	+5.2%	+10.0%	+22.5%	new	−16.6%	$755M

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	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk		0.66%	0.67%	+1.6%	+5.2%	+10.0%	+22.5%	new	−16.6%	$755M

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

SAMT vs JEPI

SAMT

Strategas Macro Thematic Opportunities

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureSAMTJEPI

Fee0.66%0.35%

Cost on $10k a year$66$35

Yield0.67%7.93%

5 years, per year[…]+7.6%

3 years, per year+22.5%+11.0%

Worst drop · 1Y−16.6%−6.7%

Volatility · 1Y17.2%9.0%

4–1measures won
JEPI first

17.9%

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%

$122BAssets$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: SAMT, JEPI

Today

17.9%most shared, SAMT and JEPI

SAMTJEPI

SAMT—17.9%

JEPI17.9%—

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

SAMT$67 − $66 = $1

KeptFee

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