Compare · 2 funds side by side · dividends reinvested

AIRR and JEPI

AIRRFirst Trust×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$23,024AIRR · best of the two

02 / 04

AIRR 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

First Trust RBA American Industrial RenaissanceTM ETFSectors · Industrials0.69%0.10%−0.9%−2.3%+27.2%+18.2%−28.2%28.7%$8.5B1.8

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: AIRR 2014 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust RBA American Industrial RenaissanceTM ETF · $8.5B$23,024

AIRR

JEPI

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

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

AIRRMeasureJEPI

−0.9%Year to dateJan 1 → Nov 4+8.8%

−2.3%1 yearTotal return+11.9%

+27.2%3 years · per year$10,000 became $20,590 · $14,269+12.6%

+18.2%5 years · per year$10,000 became $23,024 · $14,635+7.9%

0.69%Expense ratio$69 · $35 a year on $10k · lower is better0.35%

0.10%Trailing 12-mo yield$10 · $783 a year on $10k7.83%

−28.2%Worst dropSmaller is better−6.7%

28.7%VolatilityLower is calmer8.1%

AIRRJEPI 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

AIRR vs JEPI: Top 5 Holdings

Today

AIRR

17.6%in top 5

JEPI

in top 59.5%

AIRRStockJEPI

3.7%NXTnot top 5

3.6%KRMNnot top 5

3.5%HRInot top 5

3.5%CHRWnot top 5

3.4%HIInot 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

AIRR vs JEPI Returns, Every Period

First TrustAIRR

+18.2%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

AIRRJEPIFaded: behind in that period

2–2Level

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

Sector vs Income: AIRR vs JEPI

YTD

First TrustAIRR

−0.9%

JEPIJ.P. Morgan

+8.8%

−0.9%Year to date+8.8%

−28.2%Worst drop · 1Y−6.7%

28.7%Volatility · 1Y8.1%

0.1%Yield7.8%

$8.5BAssets$46.0B

4–0JEPI wins

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

Cost, Income and Risk

Fees: AIRR, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

AIRR0.69%$69

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

Yields: AIRR, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

AIRR0.10%$10

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

AIRR$10 − $69 = −$59

KeptFee

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

Overlap: AIRR, JEPI

Today

0.0%most shared, AIRR and JEPI

AIRRJEPI

AIRR—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

JEPIWorst drop−6.7%8.1% vol

AIRRWorst drop−28.2%28.7% vol

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

Paid More vs Made More

YTD

JEPIAIRR

+8.8%Year to date−0.9%

7.8%Yield0.1%

+11.9%Past year−2.3%

0.35%Fee0.69%

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