Compare · 2 funds side by side · dividends reinvested

JEPI and CGUI

JEPIJ.P. Morgan×CGUICapital Group×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,545JEPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the two · RiskSmallest drop

JEPI and CGUI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B1.4

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.7%[…][…]−0.2%0.9%$442M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: JEPI 2020 · CGUI 2024

Head to Head

Swap sides Versus in desk

Head to Head

YTD

JPMorgan Equity Premium Income ETF · $46.8B$10,862

JEPI

CGUI

Capital Group Ultra Short Income ETF · $442M$10,298

$10,000 since Jan 1, dividends reinvested

JEPIMeasureCGUI

+8.6%

More Ways to See the Pairs

JEPI vs CGUI: Top 5 Holdings

Today

JEPI

9.8%in top 5

CGUI

in top 5[…]

JEPIStockCGUI

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Cost, Income and Risk

Fees: JEPI, CGUI

Today

0.18%lowest, CGUI

FundExpense ratioFee$10k

CGUI0.18%$18

JEPI0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: JEPI, CGUI

1Y

7.84%highest, JEPI

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+3.0%

+11.2%1 yearTotal return+3.7%

+11.1%3 years · per year$10,000 became $13,729 · […][…]

+7.8%5 years · per year$10,000 became $14,545 · […][…]

0.35%Expense ratio$35 · $18 a year on $10k · lower is better0.18%

7.84%Trailing 12-mo yield$784 · $382 a year on $10k3.82%

−6.7%Worst dropSmaller is better−0.2%

9.0%VolatilityLower is calmer0.9%

JEPICGUI Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

JEPI vs CGUI Returns, Every Period

1Y

J.P. MorganJEPI

+11.2%

past year

CGUICapital Group

+3.7%

past year

JEPICGUIFaded: behind in that period

2–0JEPI wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JEPI vs CGUI

YTD

J.P. MorganJEPI

+8.6%

CGUICapital Group

+3.0%

+8.6%Year to date+3.0%

−6.7%Worst drop · 1Y−0.2%

9.0%Volatility · 1Y0.9%

7.8%Yield3.8%

$46.8BAssets$442M

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPI7.84%$784

CGUI3.82%$382

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

CGUI$382 − $18 = $364

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JEPI, CGUI

Today

[…]holdings […]

JEPICGUI

JEPI—[…]

CGUI[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.2%JEPI, at 9.0% volatility

CGUIWorst drop−0.2%0.9% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICGUI

+8.6%Year to date+3.0%

7.8%Yield3.8%

+11.2%Past year+3.7%

0.35%Fee0.18%

3–1JEPI wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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JEPI and CGUI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two