THRO vs JEPI

ATHRO

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common32.8%THRO and JEPI

THRO

JEPI

iShares U.S. Thematic Rotation Active ETF · $7.0BJPMorgan Equity Premium Income ETF · $46.8B

+22.2%3 years · per year$18,241 · $13,562+10.7%

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

0.57%Expense ratio$57 · $35 on $10k · lower wins0.35%

0.32%12-mo yield$32 · $809 on $10k8.09%

−10.9%Worst dropSmaller wins−6.7%

15.3%VolatilityLower wins8.8%

1–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsTHRO · JEPI

6.4%MSFT2.0%

8.6%AAPL2.0%

2.2%V1.9%

4.7%AMZN1.9%

Held in common32.8%

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	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk		0.57%	0.32%	+0.3%	+7.6%	+7.9%	+22.2%	new	−10.9%	$7.0B

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	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk		0.57%	0.32%	+0.3%	+7.6%	+7.9%	+22.2%	new	−10.9%	$7.0B

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

THRO vs JEPI

THRO

iShares U.S. Thematic Rotation Active

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureTHROJEPI

Fee0.57%0.35%

Cost on $10k a year$57$35

Yield0.32%8.09%

5 years, per year[…]+7.1%

3 years, per year+22.2%+10.7%

Worst drop · 1Y−10.9%−6.7%

Volatility · 1Y15.3%8.8%

4–1measures won
JEPI first

32.8%

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: THRO, JEPI

Today

32.8%most shared, THRO and JEPI

THROJEPI

THRO—32.8%

JEPI32.8%—

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

THRO$32 − $57 = −$25

KeptFee

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