SIZE vs JEPI

ASIZE

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · SIZE $14,104

Lowest cost0.15%SIZE · $15 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common20.7%SIZE and JEPI

SIZE

JEPI

iShares MSCI USA Size Factor ETF · $425MJPMorgan Equity Premium Income ETF · $46.8B

+18.0%3 years · per year$16,431 · $13,562+10.7%

+7.1%5 years · per year$14,104 · $14,118+7.1%

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

1.39%12-mo yield$139 · $809 on $10k8.09%

−8.0%Worst dropSmaller wins−6.7%

13.2%VolatilityLower wins8.8%

2–3JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIZE · JEPI

0.3%ACN0.7%

0.3%TMO0.3%

0.3%AJG0.8%

0.3%REGN1.1%

Held in common20.7%

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	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$425M

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	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$425M

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

SIZE vs JEPI

SIZE

iShares MSCI USA Size Factor

$14,104

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureSIZEJEPI

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.39%8.09%

5 years, per year+7.1%+7.1%

3 years, per year+18.0%+10.7%

Worst drop · 1Y−8.0%−6.7%

Volatility · 1Y13.2%8.8%

3–2measures won
JEPI first

20.7%

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: SIZE, JEPI

Today

20.7%most shared, SIZE and JEPI

SIZEJEPI

SIZE—20.7%

JEPI20.7%—

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

SIZE$139 − $15 = $124

KeptFee

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