VIS vs JEPI

AVIS

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,150VIS · JEPI $14,448

Lowest cost0.09%VIS · $9 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common9.5%VIS and JEPI

VIS

JEPI

Vanguard Industrials ETF · $8.0BJPMorgan Equity Premium Income ETF · $45.2B

+20.5%3 years · per year$17,512 · $13,679+11.0%

+11.4%5 years · per year$17,150 · $14,448+7.6%

0.09%Expense ratio$9 · $35 on $10k · lower wins0.35%

0.94%12-mo yield$94 · $793 on $10k7.93%

−13.5%Worst dropSmaller wins−6.7%

19.2%VolatilityLower wins9.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVIS · JEPI

1.3%MMM1.9%

1.4%HWM1.2%

3.7%RTX1.2%

2.5%ETN1.1%

Held in common9.5%

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	AVIS	Vanguard Industrials ETFRead Desk		0.09%	0.94%	+4.0%	+9.7%	+11.5%	+20.5%	+11.4%	−13.5%	$8.0B
2	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

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	AVIS	Vanguard Industrials ETFRead Desk		0.09%	0.94%	+4.0%	+9.7%	+11.5%	+20.5%	+11.4%	−13.5%	$8.0B
2	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

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

VIS vs JEPI

VIS

Vanguard Industrials

$17,150

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureVISJEPI

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield0.94%7.93%

5 years, per year+11.4%+7.6%

3 years, per year+20.5%+11.0%

Worst drop · 1Y−13.5%−6.7%

Volatility · 1Y19.2%9.0%

3–3measures won
level

9.5%

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%

$120BAssets$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: VIS, JEPI

Today

9.5%most shared, VIS and JEPI

VISJEPI

VIS—9.5%

JEPI9.5%—

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

VIS$94 − $9 = $85

KeptFee

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