USMF vs JEPI

AUSMF

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · USMF $12,900

Lowest cost0.28%USMF · $28 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common20.3%USMF and JEPI

USMF

JEPI

WisdomTree U.S. Multifactor Fund · $253MJPMorgan Equity Premium Income ETF · $45.2B

+10.2%3 years · per year$13,397 · $13,562+10.7%

+5.2%5 years · per year$12,900 · $14,118+7.1%

0.28%Expense ratio$28 · $35 on $10k · lower wins0.35%

1.36%12-mo yield$136 · $809 on $10k8.09%

−10.6%Worst dropSmaller wins−6.7%

13.0%VolatilityLower wins8.8%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMF · JEPI

4.7%AAPL2.0%

3.4%GOOGL1.7%

3.7%NVDA1.6%

1.4%AVGO1.6%

Held in common20.3%

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	AUSMF	WisdomTree U.S. Multifactor FundRead Desk		0.28%	1.36%	+0.2%	−4.2%	−3.0%	+10.2%	+5.2%	−10.6%	$253M

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	AUSMF	WisdomTree U.S. Multifactor FundRead Desk		0.28%	1.36%	+0.2%	−4.2%	−3.0%	+10.2%	+5.2%	−10.6%	$253M

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

USMF vs JEPI

USMF

WisdomTree U.S. Multifactor Fund

$12,900

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureUSMFJEPI

Fee0.28%0.35%

Cost on $10k a year$28$35

Yield1.36%8.09%

5 years, per year+5.2%+7.1%

3 years, per year+10.2%+10.7%

Worst drop · 1Y−10.6%−6.7%

Volatility · 1Y13.0%8.8%

5–1measures won
JEPI first

20.3%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: USMF, JEPI

Today

20.3%most shared, USMF and JEPI

USMFJEPI

USMF—20.3%

JEPI20.3%—

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

USMF$136 − $28 = $108

KeptFee

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