Compare · 2 funds side by side · dividends reinvested

AFIF and JEPI

AFIFHorizon Funds×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

AFIF 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%$46.0B1.3

Anfield Universal Fixed Income ETFBonds & Cash · Core aggregate0.85%4.19%+1.6%+2.7%+6.2%+3.7%−1.6%2.6%$685M1.8

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: AFIF 2018 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Anfield Universal Fixed Income ETF · $685M$11,987

AFIF

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

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

AFIFMeasureJEPI

+1.6%Year to dateJan 1 → Nov 4+8.8%

+2.7%1 yearTotal return+11.9%

+6.2%3 years · per year$10,000 became $11,987 · $14,269+12.6%

+3.7%5 years · per year$10,000 became $11,987 · $14,635+7.9%

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

4.19%Trailing 12-mo yield$419 · $783 a year on $10k7.83%

−1.6%Worst dropSmaller is better−6.7%

2.6%VolatilityLower is calmer8.1%

AFIFJEPI 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

AFIF vs JEPI: Top 5 Holdings

Today

AFIF

4.3%in top 5

JEPI

in top 59.5%

AFIFStockJEPI

2.2%LMBSnot top 5

2.1%IGSBnot 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

AFIF vs JEPI Returns, Every Period

Horizon FundsAFIF

+3.7%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

AFIFJEPIFaded: behind in that period

0–4JEPI wins

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

Bonds vs Income: AFIF vs JEPI

YTD

Horizon FundsAFIF

+1.6%

JEPIJ.P. Morgan

+8.8%

+1.6%Year to date+8.8%

−1.6%Worst drop · 1Y−6.7%

2.6%Volatility · 1Y8.1%

4.2%Yield7.8%

$685MAssets$46.0B

2–2level

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

Cost, Income and Risk

Fees: AFIF, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

AFIF0.85%$85

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

Yields: AFIF, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

AFIF4.19%$419

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

AFIF$419 − $85 = $334

KeptFee

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

Overlap: AFIF, JEPI

Today

0.0%most shared, AFIF and JEPI

AFIFJEPI

AFIF—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

AFIFWorst drop−1.6%2.6% 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

JEPIAFIF

+8.8%Year to date+1.6%

7.8%Yield4.2%

+11.9%Past year+2.7%

0.35%Fee0.85%

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%

$41.8BAssets$46.0B

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%

$121BAssets$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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026