TCAI vs JEPI

ATCAI

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,956CIBR · JEPI $14,448

Lowest cost0.35%JEPI · $35 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common3.7%TCAI and JEPI

TCAI

JEPI

Tortoise AI Infrastructure ETF · $177MJPMorgan Equity Premium Income ETF · $45.2B

[…]3 years · per year[…] · $13,679+11.0%

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

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

0.04%12-mo yield$4 · $793 on $10k7.93%

−46.4%Worst dropSmaller wins−6.7%

50.0%VolatilityLower wins9.0%

0–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAI · JEPI

2.9%ETR1.0%

6.0%VRT0.8%

4.5%MU0.8%

2.3%APH0.5%

Held in common3.7%

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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
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	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.04%	+7.6%	+19.6%	+9.8%	new	new	−46.4%	$177M

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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
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	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.04%	+7.6%	+19.6%	+9.8%	new	new	−46.4%	$177M

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

TCAI vs JEPI

TCAI

Tortoise AI Infrastructure

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureTCAIJEPI

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield0.04%7.93%

5 years, per year[…]+7.6%

3 years, per year[…]+11.0%

Worst drop · 1Y−46.4%−6.7%

Volatility · 1Y50.0%9.0%

4–0measures won
JEPI first

3.7%

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

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

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

Overlap: TCAI, JEPI, CIBR

Today

6.5%most shared, JEPI and CIBR

TCAIJEPICIBR

TCAI—3.7%1.9%

JEPI3.7%—6.5%

CIBR1.9%6.5%—

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

CIBR$42 − $58 = −$16

TCAI$4 − $65 = −$61

KeptFee

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