TAXM vs JEPI

ATAXM

BJEPI

Measures won2–1TAXM wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.35%TAXM · $35 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.2%TAXM · worst fall in 1Y

Held in common0.0%TAXM and JEPI

TAXM

JEPI

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents · $41MJPMorgan Equity Premium Income ETF · $46.8B

[…]3 years · per year[…] · $13,562+10.7%

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

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

3.36%12-mo yield$336 · $809 on $10k8.09%

−6.2%Worst dropSmaller wins−6.7%

3.6%VolatilityLower wins8.8%

2–1TAXM wins

$10,000 · 5 yearsOne scale

Shared top holdingsTAXM · JEPI

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

Held in common0.0%

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	ATAXM	BondBloxx IR+M Tax-Aware ETF for Massachusetts ResidentsRead Desk		0.35%	3.36%	0.0%	+0.1%	+0.8%	new	new	−6.2%	$41M

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	ATAXM	BondBloxx IR+M Tax-Aware ETF for Massachusetts ResidentsRead Desk		0.35%	3.36%	0.0%	+0.1%	+0.8%	new	new	−6.2%	$41M

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

TAXM vs JEPI

TAXM

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureTAXMJEPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield3.36%8.09%

5 years, per year[…]+7.1%

3 years, per year[…]+10.7%

Worst drop · 1Y−6.2%−6.7%

Volatility · 1Y3.6%8.8%

2–1measures won
TAXM first

0.0%

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: TAXM, JEPI

Today

0.0%most shared, TAXM and JEPI

TAXMJEPI

TAXM—0.0%

JEPI0.0%—

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

TAXM$336 − $35 = $301

KeptFee

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