TCAI vs JEPI

ATCAI

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,635JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common4.2%TCAI and JEPI

TCAI

JEPI

Tortoise AI Infrastructure ETF · $193MJPMorgan Equity Premium Income ETF · $46.1B

[…]3 years · per year[…] · $14,269+12.6%

[…]5 years · per year[…] · $14,635+7.9%

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

0.04%12-mo yield$4 · $783 on $10k7.83%

−39.3%Worst dropSmaller wins−6.7%

47.7%VolatilityLower wins8.1%

0–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCAI · JEPI

6.6%VRT1.1%

2.4%ETR1.0%

4.7%MU0.9%

2.2%APH0.5%

Held in common4.2%

End-of-day Nov 4, 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%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	ATCAI	Tortoise AI Infrastructure ETFRead Desk		0.65%	0.04%	−9.2%	+19.2%	+5.3%	new	new	−39.3%	$193M

End-of-day Nov 4, 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%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	ATCAI	Tortoise AI Infrastructure ETFRead Desk		0.65%	0.04%	−9.2%	+19.2%	+5.3%	new	new	−39.3%	$193M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TCAI vs JEPI

TCAI

Tortoise AI Infrastructure

[…]

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureTCAIJEPI

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield0.04%7.83%

5 years, per year[…]+7.9%

3 years, per year[…]+12.6%

Worst drop · 1Y−39.3%−6.7%

Volatility · 1Y47.7%8.1%

4–0measures won
JEPI first

4.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TCAI, JEPI

Today

4.2%most shared, TCAI and JEPI

TCAIJEPI

TCAI—4.2%

JEPI4.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

TCAI$4 − $65 = −$61

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee