USAF vs JEPI

AUSAF

BJEPI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,448JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common1.2%USAF and JEPI

USAF

JEPI

The 2023 ETF Series Trust - Atlas America Fund · $15MJPMorgan Equity Premium Income ETF · $45.2B

[…]3 years · per year[…] · $13,679+11.0%

[…]5 years · per year[…] · $14,448+7.6%

0.94%Expense ratio$94 · $35 on $10k · lower wins0.35%

2.42%12-mo yield$242 · $793 on $10k7.93%

−4.4%Worst dropSmaller wins−6.7%

5.8%VolatilityLower wins9.0%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsUSAF · JEPI

0.9%EQIX0.9%

0.9%AMT0.2%

0.9%WELL0.1%

Held in common1.2%

End-of-day Nov 9, 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%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	AUSAF	The 2023 ETF Series Trust - Atlas America FundRead Desk		0.94%	2.42%	+0.7%	+3.5%	+4.8%	new	new	−4.4%	$15M

End-of-day Nov 9, 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%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	AUSAF	The 2023 ETF Series Trust - Atlas America FundRead Desk		0.94%	2.42%	+0.7%	+3.5%	+4.8%	new	new	−4.4%	$15M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USAF vs JEPI

USAF

The 2023 ETF Series Trust - Atlas America Fund

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureUSAFJEPI

Fee0.94%0.35%

Cost on $10k a year$94$35

Yield2.42%7.93%

5 years, per year[…]+7.6%

3 years, per year[…]+11.0%

Worst drop · 1Y−4.4%−6.7%

Volatility · 1Y5.8%9.0%

2–2measures won
level

1.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: USAF, JEPI

Today

1.2%most shared, USAF and JEPI

USAFJEPI

USAF—1.2%

JEPI1.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

USAF$242 − $94 = $148

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee