SEPI vs JEPI

ASEPI

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,635JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income8.25%SEPI · $825 on $10k

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

Held in common23.7%SEPI and JEPI

SEPI

JEPI

Shelton Equity Premium Income ETF · $190MJPMorgan Equity Premium Income ETF · $46.1B

[…]3 years · per year[…] · $14,269+12.6%

[…]5 years · per year[…] · $14,635+7.9%

0.54%Expense ratio$54 · $35 on $10k · lower wins0.35%

8.25%12-mo yield$825 · $783 on $10k7.83%

−7.7%Worst dropSmaller wins−6.7%

12.7%VolatilityLower wins8.1%

1–3JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSEPI · JEPI

5.8%MSFT1.9%

7.0%AAPL1.9%

3.7%AMZN1.8%

3.7%JNJ1.8%

Held in common23.7%

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	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
2	ASEPI	Shelton Equity Premium Income ETFRead Desk		0.54%	8.25%	+1.6%	+14.8%	+17.1%	new	new	−7.7%	$190M

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	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
2	ASEPI	Shelton Equity Premium Income ETFRead Desk		0.54%	8.25%	+1.6%	+14.8%	+17.1%	new	new	−7.7%	$190M

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

SEPI vs JEPI

SEPI

Shelton Equity Premium Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureSEPIJEPI

Fee0.54%0.35%

Cost on $10k a year$54$35

Yield8.25%7.83%

5 years, per year[…]+7.9%

3 years, per year[…]+12.6%

Worst drop · 1Y−7.7%−6.7%

Volatility · 1Y12.7%8.1%

3–1measures won
JEPI first

23.7%

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: SEPI, JEPI

Today

23.7%most shared, SEPI and JEPI

SEPIJEPI

SEPI—23.7%

JEPI23.7%—

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

Income After Fees on $10,000

$771most kept, SEPI

SEPI$825 − $54 = $771

JEPI$783 − $35 = $748

KeptFee

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