SIMS vs JEPI

ASIMS

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · SIMS $9,809

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.4%SIMS and JEPI

SIMS

JEPI

State Street SPDR S&P Kensho Intelligent Structures ETF · $8MJPMorgan Equity Premium Income ETF · $46.8B

+16.2%3 years · per year$15,677 · $13,562+10.7%

−0.4%5 years · per year$9,809 · $14,118+7.1%

0.45%Expense ratio$45 · $35 on $10k · lower wins0.35%

0.57%12-mo yield$57 · $809 on $10k8.09%

−14.7%Worst dropSmaller wins−6.7%

22.9%VolatilityLower wins8.8%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIMS · JEPI

2.4%TSLA0.4%

Held in common0.4%

End-of-day Nov 6, 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%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk		0.45%	0.57%	+0.6%	+5.5%	−5.9%	+16.2%	−0.4%	−14.7%	$8M

End-of-day Nov 6, 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%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk		0.45%	0.57%	+0.6%	+5.5%	−5.9%	+16.2%	−0.4%	−14.7%	$8M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SIMS vs JEPI

SIMS

SPDR S&P Kensho Intelligent Structures

$9,809

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureSIMSJEPI

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield0.57%8.09%

5 years, per year−0.4%+7.1%

3 years, per year+16.2%+10.7%

Worst drop · 1Y−14.7%−6.7%

Volatility · 1Y22.9%8.8%

5–1measures won
JEPI first

0.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SIMS, JEPI

Today

0.4%most shared, SIMS and JEPI

SIMSJEPI

SIMS—0.4%

JEPI0.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SIMS$57 − $45 = $12

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee