SIZE vs JEPI

ASIZE

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,454SCHD · JEPI $14,453

Lowest cost0.06%SCHD · $6 on $10k

Most income7.92%JEPI · $792 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 · $45.2B

+18.1%3 years · per year$16,483 · $13,684+11.0%

+7.5%5 years · per year$14,354 · $14,453+7.6%

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

1.36%12-mo yield$136 · $792 on $10k7.92%

−8.0%Worst dropSmaller wins−6.7%

13.4%VolatilityLower wins9.0%

2–4JEPI wins

$10,000 · 5 yearsAll three, one 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 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.36%	+2.5%	+13.4%	+16.0%	+18.1%	+7.5%	−8.0%	$425M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.36%	+2.5%	+13.4%	+16.0%	+18.1%	+7.5%	−8.0%	$425M

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

SIZE vs JEPI

SIZE

iShares MSCI USA Size Factor

$14,354

JEPI

JPMorgan Equity Premium Income

$14,453

MeasureSIZEJEPI

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.36%7.92%

5 years, per year+7.5%+7.6%

3 years, per year+18.1%+11.0%

Worst drop · 1Y−8.0%−6.7%

Volatility · 1Y13.4%9.0%

4–2measures won
JEPI first

20.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

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: SIZE, JEPI, SCHD

Today

20.7%most shared, SIZE and JEPI

SIZEJEPISCHD

SIZE—20.7%9.3%

JEPI20.7%—8.2%

SCHD9.3%8.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$757most kept, JEPI

JEPI$792 − $35 = $757

SCHD$296 − $6 = $290

SIZE$136 − $15 = $121

KeptFee

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