STAX vs JEPI

ASTAX

BJEPI

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI

Lowest cost0.29%STAX · $29 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−2.7%STAX · worst fall in 1Y

Held in common[…]STAX and JEPI

STAX

JEPI

Nomura Tax-Free USA Short Term ETF · $11MJPMorgan Equity Premium Income ETF · $46.8B

[…]3 years · per year[…] · $13,674+11.0%

[…]5 years · per year[…] · $14,108+7.1%

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

3.20%12-mo yield$320 · $809 on $10k8.09%

−2.7%Worst dropSmaller wins−6.7%

1.8%VolatilityLower wins8.8%

3–1STAX wins

$10,000 · 5 yearsOne scale

Shared top holdingsSTAX · JEPI

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

Held in common[…]

End-of-day Nov 5, 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%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
2	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk		0.29%	3.20%	+0.1%	+1.5%	+2.0%	new	new	−2.7%	$11M

End-of-day Nov 5, 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%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
2	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk		0.29%	3.20%	+0.1%	+1.5%	+2.0%	new	new	−2.7%	$11M

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

Cards for this view

STAX vs JEPI

STAX

Nomura Tax-Free USA Short Term

[…]

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureSTAXJEPI

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield3.20%8.09%

5 years, per year[…]+7.1%

3 years, per year[…]+11.0%

Worst drop · 1Y−2.7%−6.7%

Volatility · 1Y1.8%8.8%

3–1measures won
STAX first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: STAX, JEPI

Today

[…]holdings […]

STAXJEPI

STAX—[…]

JEPI[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

STAX$320 − $29 = $291

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee