PAPI vs JEPI

APAPI

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · JEPI $14,448

Lowest cost0.09%SPY · $9 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common13.6%PAPI and JEPI

PAPI

JEPI

Parametric Equity Premium Income ETF · $551MJPMorgan Equity Premium Income ETF · $45.2B

+13.0%3 years · per year$14,425 · $13,679+11.0%

[…]5 years · per year[…] · $14,448+7.6%

0.29%Expense ratio$29 · $35 on $10k · lower wins0.35%

7.25%12-mo yield$725 · $793 on $10k7.93%

−6.9%Worst dropSmaller wins−6.7%

10.5%VolatilityLower wins9.0%

2–3JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPAPI · JEPI

0.6%SYK0.7%

0.5%PEP1.0%

0.5%COST1.8%

0.5%ABBV1.8%

Held in common13.6%

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	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
3	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.25%	+1.7%	+18.2%	+21.7%	+13.0%	new	−6.9%	$551M

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	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
3	APAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.25%	+1.7%	+18.2%	+21.7%	+13.0%	new	−6.9%	$551M

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

PAPI vs JEPI

PAPI

Parametric Equity Premium Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasurePAPIJEPI

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield7.25%7.93%

5 years, per year[…]+7.6%

3 years, per year+13.0%+11.0%

Worst drop · 1Y−6.9%−6.7%

Volatility · 1Y10.5%9.0%

3–2measures won
JEPI first

13.6%

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

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SPY, PAPI, JEPI

Today

39.7%most shared, SPY and JEPI

SPYPAPIJEPI

SPY—17.4%39.7%

PAPI17.4%—13.6%

JEPI39.7%13.6%—

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

PAPI$725 − $29 = $696

SPY$101 − $9 = $92

KeptFee

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