UDEC vs JEPI

AUDEC

BJEPI

Measures won3–2UDEC wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI · UDEC $14,106

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−4.4%UDEC · worst fall in 1Y

Held in common[…]UDEC and JEPI

UDEC

JEPI

Innovator U.S. Equity Ultra Buffer ETF - December · $228MJPMorgan Equity Premium Income ETF · $46.8B

+13.5%3 years · per year$14,617 · $13,674+11.0%

+7.1%5 years · per year$14,106 · $14,108+7.1%

0.79%Expense ratio$79 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $809 on $10k8.09%

−4.4%Worst dropSmaller wins−6.7%

6.9%VolatilityLower wins8.8%

3–2UDEC wins

$10,000 · 5 yearsOne scale

Shared top holdingsUDEC · 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	AUDEC	Innovator U.S. Equity Ultra Buffer ETF - DecemberRead Desk		0.79%	0.00%	−3.0%	+5.9%	+8.3%	+13.5%	+7.1%	−4.4%	$228M

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	AUDEC	Innovator U.S. Equity Ultra Buffer ETF - DecemberRead Desk		0.79%	0.00%	−3.0%	+5.9%	+8.3%	+13.5%	+7.1%	−4.4%	$228M

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

UDEC vs JEPI

UDEC

Innovator U.S. Equity Ultra Buffer ETF - December

$14,106

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureUDECJEPI

Fee0.79%0.35%

Cost on $10k a year$79$35

Yield0.00%8.09%

5 years, per year+7.1%+7.1%

3 years, per year+13.5%+11.0%

Worst drop · 1Y−4.4%−6.7%

Volatility · 1Y6.9%8.8%

3–2measures won
UDEC 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: UDEC, JEPI

Today

[…]holdings […]

UDECJEPI

UDEC—[…]

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

UDEC$0 − $79 = −$79

KeptFee

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