TCAF vs JEPI

ATCAF

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.31%TCAF · $31 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common8.9%TCAF and JEPI

TCAF

JEPI

T. Rowe Capital Appreciation Equity ETF · $7.9BJPMorgan Equity Premium Income ETF · $45.2B

+20.3%3 years · per year$17,395 · $13,562+10.7%

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

0.31%Expense ratio$31 · $35 on $10k · lower wins0.35%

0.45%12-mo yield$45 · $809 on $10k8.09%

−10.8%Worst dropSmaller wins−6.7%

13.1%VolatilityLower wins8.8%

2–3JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCAF · JEPI

2.4%GOOGL1.7%

1.4%AVGO1.6%

1.1%PM1.7%

1.1%AJG0.8%

Held in common8.9%

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%	$45.2B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B

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%	$45.2B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.45%	+0.8%	+10.6%	+10.3%	+20.3%	new	−10.8%	$7.9B

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

TCAF vs JEPI

TCAF

T. Rowe Capital Appreciation Equity

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureTCAFJEPI

Fee0.31%0.35%

Cost on $10k a year$31$35

Yield0.45%8.09%

5 years, per year[…]+7.1%

3 years, per year+20.3%+10.7%

Worst drop · 1Y−10.8%−6.7%

Volatility · 1Y13.1%8.8%

3–2measures won
JEPI first

8.9%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TCAF, JEPI

Today

8.9%most shared, TCAF and JEPI

TCAFJEPI

TCAF—8.9%

JEPI8.9%—

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

TCAF$45 − $31 = $14

KeptFee

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