VRTL vs JEPI

AVRTL

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.8%VRTL and JEPI

VRTL

JEPI

GraniteShares 2x Long VRT Daily ETF · $21MJPMorgan Equity Premium Income ETF · $45.2B

[…]3 years · per year[…] · $13,562+10.7%

[…]5 years · per year[…] · $14,118+7.1%

2.26%Expense ratio$226 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $809 on $10k8.09%

−85.0%Worst dropSmaller wins−6.7%

142.2%VolatilityLower wins8.8%

0–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsVRTL · JEPI

66.7%VRT0.8%

Held in common0.8%

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	AVRTL	GraniteShares 2x Long VRT Daily ETFRead Desk		2.26%	0.00%	+7.6%	−29.5%	−52.7%	new	new	−85.0%	$21M

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	AVRTL	GraniteShares 2x Long VRT Daily ETFRead Desk		2.26%	0.00%	+7.6%	−29.5%	−52.7%	new	new	−85.0%	$21M

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

VRTL vs JEPI

VRTL

GraniteShares 2x Long VRT Daily

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureVRTLJEPI

Fee2.26%0.35%

Cost on $10k a year$226$35

Yield0.00%8.09%

5 years, per year[…]+7.1%

3 years, per year[…]+10.7%

Worst drop · 1Y−85.0%−6.7%

Volatility · 1Y142.2%8.8%

4–0measures won
JEPI first

0.8%

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: VRTL, JEPI

Today

0.8%most shared, VRTL and JEPI

VRTLJEPI

VRTL—0.8%

JEPI0.8%—

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

VRTL$0 − $226 = −$226

KeptFee

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