SHM vs JEPI

ASHM

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,448JEPI · SHM $10,571

Lowest cost0.20%SHM · $20 on $10k

Most income7.93%JEPI · $793 on $10k

Smallest drop−2.7%SHM · worst fall in 1Y

Held in common[…]SHM and JEPI

SHM

JEPI

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5BJPMorgan Equity Premium Income ETF · $45.2B

+3.3%3 years · per year$11,019 · $13,679+11.0%

+1.1%5 years · per year$10,571 · $14,448+7.6%

0.20%Expense ratio$20 · $35 on $10k · lower wins0.35%

2.70%12-mo yield$270 · $793 on $10k7.93%

−2.7%Worst dropSmaller wins−6.7%

1.8%VolatilityLower wins9.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSHM · JEPI

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

Held in common[…]

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	ASHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk		0.20%	2.70%	0.0%	+1.4%	+2.1%	+3.3%	+1.1%	−2.7%	$3.5B

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	ASHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk		0.20%	2.70%	0.0%	+1.4%	+2.1%	+3.3%	+1.1%	−2.7%	$3.5B

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

SHM vs JEPI

SHM

SPDR Nuveen ICE Short Term Municipal Bond

$10,571

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureSHMJEPI

Fee0.20%0.35%

Cost on $10k a year$20$35

Yield2.70%7.93%

5 years, per year+1.1%+7.6%

3 years, per year+3.3%+11.0%

Worst drop · 1Y−2.7%−6.7%

Volatility · 1Y1.8%9.0%

3–3measures won
level

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%

$120BAssets$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: SHM, JEPI

Today

[…]holdings […]

SHMJEPI

SHM—[…]

JEPI[…]—

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

SHM$270 − $20 = $250

KeptFee

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