XVV vs JEPI

AXVV

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,836XVV · JEPI $14,519

Lowest cost0.08%XVV · $8 on $10k

Most income7.87%JEPI · $787 on $10k

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

Held in common33.8%XVV and JEPI

iShares ESG Select Screened S&P 500 ETF · $883MJPMorgan Equity Premium Income ETF · $47.0B

+21.0%3 years · per year$17,737 · $13,696+11.1%

+11.0%5 years · per year$16,836 · $14,519+7.7%

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

0.95%12-mo yield$95 · $787 on $10k7.87%

End-of-day Nov 13, 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	AXVV	iShares ESG Select Screened S&P 500 ETFRead Desk		0.08%	0.95%	−0.4%	+9.6%	+9.8%	+21.0%	+11.0%	−10.6%	$883M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.0B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AXVV	iShares ESG Select Screened S&P 500 ETFRead Desk		0.08%	0.95%	−0.4%	+9.6%	+9.8%	+21.0%	+11.0%	−10.6%	$883M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.0B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XVV

iShares ESG Select Screened S&P 500

$16,836

JEPI

JPMorgan Equity Premium Income

$14,519

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