Compare · 2 funds side by side · dividends reinvested

ALTY and JEPI

ALTYGlobal X×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

ALTY and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X Alternative Income ETFIncome · Dividend stocks0.50%8.17%+3.1%+5.0%+11.6%+4.4%−5.3%6.5%$46M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: ALTY 2015 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Global X Alternative Income ETF · $46M$12,411

ALTY

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

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

ALTYMeasureJEPI

+3.1%Year to dateJan 1 → Nov 6+5.3%

+5.0%1 yearTotal return+8.2%

+11.6%3 years · per year$10,000 became $13,892 · $13,562+10.7%

+4.4%5 years · per year$10,000 became $12,411 · $14,118+7.1%

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

8.17%Trailing 12-mo yield$817 · $809 a year on $10k8.09%

−5.3%Worst dropSmaller is better−6.7%

6.5%VolatilityLower is calmer8.8%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ALTY vs JEPI: Top 5 Holdings

Today

ALTY

80.9%in top 5

JEPI

in top 59.9%

ALTYStockJEPI

20.5%EMBDnot top 5

20.3%SRETnot top 5

19.5%PFFDnot top 5

19.0%QYLDnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

1.5%NWEnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

ALTY vs JEPI Returns, Every Period

Global XALTY

+4.4%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

ALTYJEPIFaded: behind in that period

1–3JEPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ALTY vs JEPI

YTD

Global XALTY

+3.1%

JEPIJ.P. Morgan

+5.3%

+3.1%Year to date+5.3%

−5.3%Worst drop · 1Y−6.7%

6.5%Volatility · 1Y8.8%

8.2%Yield8.1%

$45.6MAssets$46.8B

3–1ALTY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ALTY, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

ALTY0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ALTY, JEPI

8.17%highest, ALTY

FundTrailing yieldYield$10k

ALTY8.17%$817

JEPI8.09%$809

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

ALTY$817 − $50 = $767

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ALTY, JEPI

Today

0.0%most shared, ALTY and JEPI

ALTYJEPI

ALTY—0.0%

JEPI0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.2%JEPI, at 8.8% volatility

ALTYWorst drop−5.3%6.5% vol

JEPIWorst drop−6.7%8.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ALTYJEPI

+3.1%Year to date+5.3%

8.2%Yield8.1%

+5.0%Past year+8.2%

0.50%Fee0.35%

3–1JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026