Compare · 2 funds side by side · dividends reinvested

ABXB and JEPI

ABXBAbacus×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

ABXB and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.3

Abacus Flexible Bond Leaders ETFBonds & Cash · Other bonds0.83%4.82%−1.4%−0.3%+6.2%+0.8%−3.8%3.6%$2M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: ABXB 2020 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Abacus Flexible Bond Leaders ETF · $2M$10,406

ABXB

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ABXBMeasureJEPI

−1.4%Year to dateJan 1 → Nov 4+8.8%

−0.3%1 yearTotal return+11.9%

+6.2%3 years · per year$10,000 became $11,992 · $14,269+12.6%

+0.8%5 years · per year$10,000 became $10,406 · $14,635+7.9%

0.83%Expense ratio$83 · $35 a year on $10k · lower is better0.35%

4.82%Trailing 12-mo yield$482 · $783 a year on $10k7.83%

−3.8%Worst dropSmaller is better−6.7%

3.6%VolatilityLower is calmer8.1%

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

2–6JEPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ABXB vs JEPI: Top 5 Holdings

Today

ABXB

79.5%in top 5

JEPI

in top 59.5%

ABXBStockJEPI

17.8%VGSHnot top 5

17.6%VCSHnot top 5

17.2%VTIPnot top 5

17.2%SGOVnot top 5

9.8%EMLCnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

ABXB vs JEPI Returns, Every Period

AbacusABXB

+0.8%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

ABXBJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Income: ABXB vs JEPI

YTD

AbacusABXB

−1.4%

JEPIJ.P. Morgan

+8.8%

−1.4%Year to date+8.8%

−3.8%Worst drop · 1Y−6.7%

3.6%Volatility · 1Y8.1%

4.8%Yield7.8%

$1.9MAssets$46.1B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ABXB, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

ABXB0.83%$83

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ABXB, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

ABXB4.82%$482

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

ABXB$482 − $83 = $399

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ABXB, JEPI

Today

0.0%most shared, ABXB and JEPI

ABXBJEPI

ABXB—0.0%

JEPI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

ABXBWorst drop−3.8%3.6% vol

JEPIWorst drop−6.7%8.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIABXB

+8.8%Year to date−1.4%

7.8%Yield4.8%

+11.9%Past year−0.3%

0.35%Fee0.83%

4–0JEPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026