TLH vs JEPI

ATLH

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI · TLH $7,869

Lowest cost0.15%TLH · $15 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common[…]TLH and JEPI

TLH

JEPI

iShares 10-20 Year Treasury Bond ETF · $12.4BJPMorgan Equity Premium Income ETF · $46.8B

+5.2%3 years · per year$11,647 · $13,674+11.0%

−4.7%5 years · per year$7,869 · $14,108+7.1%

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

4.64%12-mo yield$464 · $809 on $10k8.09%

−10.3%Worst dropSmaller wins−6.7%

8.1%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsTLH · JEPI

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

Held in common[…]

End-of-day Nov 5, 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%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
2	ATLH	iShares 10-20 Year Treasury Bond ETFRead Desk		0.15%	4.64%	+0.2%	−1.7%	−2.7%	+5.2%	−4.7%	−10.3%	$12.4B

End-of-day Nov 5, 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%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
2	ATLH	iShares 10-20 Year Treasury Bond ETFRead Desk		0.15%	4.64%	+0.2%	−1.7%	−2.7%	+5.2%	−4.7%	−10.3%	$12.4B

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

Cards for this view

TLH vs JEPI

TLH

iShares 10-20 Year Treasury Bond

$7,869

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureTLHJEPI

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield4.64%8.09%

5 years, per year−4.7%+7.1%

3 years, per year+5.2%+11.0%

Worst drop · 1Y−10.3%−6.7%

Volatility · 1Y8.1%8.8%

4–2measures won
JEPI first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TLH, JEPI

Today

[…]holdings […]

TLHJEPI

TLH—[…]

JEPI[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

TLH$464 − $15 = $449

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee