SLYV vs JEPI

ASLYV

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,448JEPI · SLYV $13,688

Lowest cost0.15%SLYV · $15 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common0.0%SLYV and JEPI

SLYV

JEPI

State Street SPDR S&P 600 Small Cap Value ETF · $4.9BJPMorgan Equity Premium Income ETF · $45.2B

+17.5%3 years · per year$16,216 · $13,679+11.0%

+6.5%5 years · per year$13,688 · $14,448+7.6%

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

1.92%12-mo yield$192 · $793 on $10k7.93%

−9.4%Worst dropSmaller wins−6.7%

16.2%VolatilityLower wins9.0%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSLYV · JEPI

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

Held in common0.0%

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	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk		0.15%	1.92%	+2.8%	+19.1%	+24.5%	+17.5%	+6.5%	−9.4%	$4.9B

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	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk		0.15%	1.92%	+2.8%	+19.1%	+24.5%	+17.5%	+6.5%	−9.4%	$4.9B

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

SLYV vs JEPI

SLYV

SPDR S&P 600 Small Cap Value

$13,688

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureSLYVJEPI

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.92%7.93%

5 years, per year+6.5%+7.6%

3 years, per year+17.5%+11.0%

Worst drop · 1Y−9.4%−6.7%

Volatility · 1Y16.2%9.0%

4–2measures won
JEPI first

0.0%

holdings shared

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: SLYV, JEPI

Today

0.0%most shared, SLYV and JEPI

SLYVJEPI

SLYV—0.0%

JEPI0.0%—

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

SLYV$192 − $15 = $177

KeptFee

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