TOPT vs JEPI

ATOPT

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,635JEPI

Lowest cost0.20%TOPT · $20 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common24.9%TOPT and JEPI

TOPT

JEPI

iShares Top 20 U.S. Stocks ETF · $724MJPMorgan Equity Premium Income ETF · $46.1B

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

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

0.20%Expense ratio$20 · $35 on $10k · lower wins0.35%

0.36%12-mo yield$36 · $783 on $10k7.83%

−12.5%Worst dropSmaller wins−6.7%

15.4%VolatilityLower wins8.1%

1–3JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsTOPT · JEPI

2.1%MA2.0%

11.9%MSFT1.9%

2.9%V1.9%

15.0%AAPL1.9%

Held in common24.9%

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	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk		0.20%	0.36%	+1.8%	+10.5%	+9.2%	new	new	−12.5%	$724M

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	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk		0.20%	0.36%	+1.8%	+10.5%	+9.2%	new	new	−12.5%	$724M

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

TOPT vs JEPI

TOPT

iShares Top 20 U.S. Stocks

[…]

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureTOPTJEPI

Fee0.20%0.35%

Cost on $10k a year$20$35

Yield0.36%7.83%

5 years, per year[…]+7.9%

3 years, per year[…]+12.6%

Worst drop · 1Y−12.5%−6.7%

Volatility · 1Y15.4%8.1%

3–1measures won
JEPI first

24.9%

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: TOPT, JEPI

Today

24.9%most shared, TOPT and JEPI

TOPTJEPI

TOPT—24.9%

JEPI24.9%—

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

TOPT$36 − $20 = $16

KeptFee

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