SDTY vs JEPI

ASDTY

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income29.84%SDTY · $2,984 on $10k

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

Held in common[…]SDTY and JEPI

SDTY

JEPI

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $41MJPMorgan Equity Premium Income ETF · $46.1B

[…]3 years · per year[…] · $13,674+11.0%

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

1.08%Expense ratio$108 · $35 on $10k · lower wins0.35%

29.84%12-mo yield$2,984 · $809 on $10k8.09%

−8.0%Worst dropSmaller wins−6.7%

12.6%VolatilityLower wins8.8%

1–3JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDTY · 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%	$46.1B
2	ASDTY	YieldMax S&P 500 0DTE Covered Call Strategy ETFRead Desk		1.08%	29.84%	−4.3%	+7.9%	+10.5%	new	new	−8.0%	$41M

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%	$46.1B
2	ASDTY	YieldMax S&P 500 0DTE Covered Call Strategy ETFRead Desk		1.08%	29.84%	−4.3%	+7.9%	+10.5%	new	new	−8.0%	$41M

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

SDTY vs JEPI

SDTY

YieldMax S&P 500 0DTE Covered Call Strategy

[…]

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureSDTYJEPI

Fee1.08%0.35%

Cost on $10k a year$108$35

Yield29.84%8.09%

5 years, per year[…]+7.1%

3 years, per year[…]+11.0%

Worst drop · 1Y−8.0%−6.7%

Volatility · 1Y12.6%8.8%

3–1measures won
JEPI first

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%

$42.1BAssets$46.1B

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%

$123BAssets$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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SDTY, JEPI

Today

[…]holdings […]

SDTYJEPI

SDTY—[…]

JEPI[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,876most kept, SDTY

SDTY$2,984 − $108 = $2,876

JEPI$809 − $35 = $774

KeptFee

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