UDIV vs JEPI

AUDIV

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,543UDIV · JEPI $14,118

Lowest cost0.06%UDIV · $6 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common34.3%UDIV and JEPI

UDIV

JEPI

Franklin U.S. Core Dividend Tilt Index ETF · $159MJPMorgan Equity Premium Income ETF · $46.8B

+24.2%3 years · per year$19,159 · $13,562+10.7%

+13.1%5 years · per year$18,543 · $14,118+7.1%

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

1.48%12-mo yield$148 · $809 on $10k8.09%

−8.4%Worst dropSmaller wins−6.7%

13.7%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUDIV · JEPI

6.5%MSFT2.0%

7.8%AAPL2.0%

4.0%AMZN1.9%

2.5%GOOGL1.7%

Held in common34.3%

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	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk		0.06%	1.48%	−0.1%	+11.7%	+12.8%	+24.2%	+13.1%	−8.4%	$159M
2	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

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	AUDIV	Franklin U.S. Core Dividend Tilt Index ETFRead Desk		0.06%	1.48%	−0.1%	+11.7%	+12.8%	+24.2%	+13.1%	−8.4%	$159M
2	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

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

UDIV vs JEPI

UDIV

Franklin U.S. Core Dividend Tilt Index

$18,543

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureUDIVJEPI

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield1.48%8.09%

5 years, per year+13.1%+7.1%

3 years, per year+24.2%+10.7%

Worst drop · 1Y−8.4%−6.7%

Volatility · 1Y13.7%8.8%

3–3measures won
level

34.3%

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: UDIV, JEPI

Today

34.3%most shared, UDIV and JEPI

UDIVJEPI

UDIV—34.3%

JEPI34.3%—

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

UDIV$148 − $6 = $142

KeptFee

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