SCMB vs JEPI

ASCMB

BJEPI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,108JEPI

Lowest cost0.03%SCMB · $3 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common[…]SCMB and JEPI

SCMB

JEPI

Schwab Municipal Bond ETF · $4.1BJPMorgan Equity Premium Income ETF · $46.8B

+4.4%3 years · per year$11,395 · $13,674+11.0%

[…]5 years · per year[…] · $14,108+7.1%

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

3.61%12-mo yield$361 · $809 on $10k8.09%

−6.7%Worst dropSmaller wins−6.7%

3.8%VolatilityLower wins8.8%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCMB · JEPI

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

Held in common[…]

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	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
2	ASCMB	Schwab Municipal Bond ETFRead Desk		0.03%	3.61%	+0.4%	0.0%	+0.4%	+4.4%	new	−6.7%	$4.1B

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	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
2	ASCMB	Schwab Municipal Bond ETFRead Desk		0.03%	3.61%	+0.4%	0.0%	+0.4%	+4.4%	new	−6.7%	$4.1B

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

SCMB vs JEPI

SCMB

Schwab Municipal Bond

[…]

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureSCMBJEPI

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield3.61%8.09%

5 years, per year[…]+7.1%

3 years, per year+4.4%+11.0%

Worst drop · 1Y−6.7%−6.7%

Volatility · 1Y3.8%8.8%

2–2measures won
level

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: SCMB, JEPI

Today

[…]holdings […]

SCMBJEPI

SCMB—[…]

JEPI[…]—

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

SCMB$361 − $3 = $358

KeptFee

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