XMVM vs JEPI

AXMVM

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,042XMVM · JEPI $14,108

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 common0.0%XMVM and JEPI

XMVM

JEPI

Invesco S&P MidCap Value with Momentum ETF · $543MJPMorgan Equity Premium Income ETF · $46.1B

+21.1%3 years · per year$17,745 · $13,674+11.0%

+11.3%5 years · per year$17,042 · $14,108+7.1%

0.37%Expense ratio$37 · $35 on $10k · lower wins0.35%

1.87%12-mo yield$187 · $809 on $10k8.09%

−9.2%Worst dropSmaller wins−6.7%

13.8%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMVM · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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	AXMVM	Invesco S&P MidCap Value with Momentum ETFRead Desk		0.37%	1.87%	−3.1%	+15.2%	+24.3%	+21.1%	+11.3%	−9.2%	$543M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

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

Both

5Y2 funds

#			Trend
1	AXMVM	Invesco S&P MidCap Value with Momentum ETFRead Desk		0.37%	1.87%	−3.1%	+15.2%	+24.3%	+21.1%	+11.3%	−9.2%	$543M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

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

Cards for this view

XMVM vs JEPI

XMVM

Invesco S&P MidCap Value with Momentum

$17,042

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureXMVMJEPI

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield1.87%8.09%

5 years, per year+11.3%+7.1%

3 years, per year+21.1%+11.0%

Worst drop · 1Y−9.2%−6.7%

Volatility · 1Y13.8%8.8%

4–2measures won
JEPI first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XMVM, JEPI

Today

0.0%most shared, XMVM and JEPI

XMVMJEPI

XMVM—0.0%

JEPI0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

XMVM$187 − $37 = $150

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee