USRT vs JEPI

AUSRT

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,429JEPI · USRT $12,019

Lowest cost0.08%USRT · $8 on $10k

Most income7.92%JEPI · $792 on $10k

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

Held in common1.6%USRT and JEPI

iShares Core U.S. REIT ETF · $4.3BJPMorgan Equity Premium Income ETF · $45.2B

+14.6%3 years · per year$15,048 · $13,634+10.9%

+3.7%5 years · per year$12,019 · $14,429+7.6%

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

2.65%12-mo yield$265 · $792 on $10k7.92%

End-of-day Nov 10, 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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.65%	−0.1%	+18.0%	+16.2%	+14.6%	+3.7%	−12.4%	$4.3B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.65%	−0.1%	+18.0%	+16.2%	+14.6%	+3.7%	−12.4%	$4.3B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USRT

iShares Core U.S. REIT

$12,018

JEPI

JPMorgan Equity Premium Income

$14,429

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