SNPD vs JEPI

ASNPD

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.15%SNPD · $15 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common9.8%SNPD and JEPI

SNPD

JEPI

Xtrackers S&P Dividend Aristocrats Screened ETF · $4MJPMorgan Equity Premium Income ETF · $46.8B

+14.4%3 years · per year$14,964 · $13,562+10.7%

[…]5 years · per year[…] · $14,118+7.1%

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

3.10%12-mo yield$310 · $809 on $10k8.09%

−8.7%Worst dropSmaller wins−6.7%

12.4%VolatilityLower wins8.8%

2–3JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSNPD · JEPI

1.5%ABBV1.7%

1.4%PEP1.1%

1.1%NEE1.9%

0.6%EMR0.8%

Held in common9.8%

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	ASNPD	Xtrackers S&P Dividend Aristocrats Screened ETFRead Desk		0.15%	3.10%	−1.1%	+18.3%	+22.3%	+14.4%	new	−8.7%	$4M

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	ASNPD	Xtrackers S&P Dividend Aristocrats Screened ETFRead Desk		0.15%	3.10%	−1.1%	+18.3%	+22.3%	+14.4%	new	−8.7%	$4M

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

SNPD vs JEPI

SNPD

Xtrackers S&P Dividend Aristocrats Screened

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureSNPDJEPI

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield3.10%8.09%

5 years, per year[…]+7.1%

3 years, per year+14.4%+10.7%

Worst drop · 1Y−8.7%−6.7%

Volatility · 1Y12.4%8.8%

3–2measures won
JEPI first

9.8%

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: SNPD, JEPI

Today

9.8%most shared, SNPD and JEPI

SNPDJEPI

SNPD—9.8%

JEPI9.8%—

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

SNPD$310 − $15 = $295

KeptFee

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