XYLD vs ACIO · Compare Desk

AXYLD

BJEPI

Measures won4–2XYLD wins · of 6 · 5Y

$10,000 · 5Y$14,322JEPI · XYLD $14,171

Lowest cost0.35%JEPI · $35 on $10k

Most income10.33%XYLD · $1,033 on $10k

Smallest drop−5.3%XYLD · worst fall in 1Y

Held in common38.7%XYLD and JEPI

XYLD vs JEPI

XYLD

JEPI

Global X - S&P 500 Covered Call ETF · $3.3BJPMorgan Equity Premium Income ETF · $46.0B

+14.8%3 years · per year$15,127 · $14,201+12.4%

+7.2%5 years · per year$14,171 · $14,322+7.4%

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

10.33%12-mo yield$1,033 · $796 on $10k7.96%

−5.3%Worst dropSmaller wins−6.7%

7.0%VolatilityLower wins7.9%

4–2XYLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXYLD · JEPI

7.7%AAPL1.9%

6.0%MSFT1.9%

3.6%AMZN1.8%

7.6%NVDA1.7%

Held in common38.7%

End-of-day Nov 3, 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%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AXYLD	Global X - S&P 500 Covered Call ETFRead Desk		0.60%	10.33%	+0.3%	+10.1%	+14.4%	+14.8%	+7.2%	−5.3%	$3.3B

End-of-day Nov 3, 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%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AXYLD	Global X - S&P 500 Covered Call ETFRead Desk		0.60%	10.33%	+0.3%	+10.1%	+14.4%	+14.8%	+7.2%	−5.3%	$3.3B

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

Cards for this view

XYLD vs JEPI

XYLD

Global X - S&P 500 Covered Call

$14,171

JEPI

JPMorgan Equity Premium Income

$14,322

MeasureXYLDJEPI

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield10.33%7.96%

5 years, per year+7.2%+7.4%

3 years, per year+14.8%+12.4%

Worst drop · 1Y−5.3%−6.7%

Volatility · 1Y7.0%7.9%

4–2measures won
XYLD first

38.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XYLD, JEPI

Today

38.7%most shared, XYLD and JEPI

XYLDJEPI

XYLD—38.7%

JEPI38.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$973most kept, XYLD

XYLD$1,033 − $60 = $973

JEPI$796 − $35 = $761

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee