USPX vs JEPI

AUSPX

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,435USPX · JEPI $14,510

Lowest cost0.03%USPX · $3 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common38.6%USPX and JEPI

Franklin U.S. Equity Index ETF · $2.1BJPMorgan Equity Premium Income ETF · $47.3B

+21.6%3 years · per year$17,966 · $13,724+11.1%

+11.8%5 years · per year$17,435 · $14,510+7.7%

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

1.04%12-mo yield$104 · $786 on $10k7.86%

End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	AUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.04%	−0.3%	+11.5%	+11.5%	+21.6%	+11.8%	−9.1%	$2.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.04%	−0.3%	+11.5%	+11.5%	+21.6%	+11.8%	−9.1%	$2.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USPX

Franklin U.S. Equity Index

$17,435

JEPI

JPMorgan Equity Premium Income

$14,510

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