Compare · 2 funds side by side · dividends reinvested

AMLP and JEPI

AMLPALPS×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,959AMLP · best of the two

02 / 04

AMLP and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alerian MLP ETFSectors · Energy1.01%7.96%+15.3%+18.8%+15.9%+16.3%−9.0%13.2%$12.3B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: AMLP 2010 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Alerian MLP ETF · $12.3B$20,959

AMLP

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

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

AMLPMeasureJEPI

+15.3%Year to dateJan 1 → Nov 5+8.8%

+18.8%1 yearTotal return+11.9%

+15.9%3 years · per year$10,000 became $15,574 · $14,269+12.6%

+16.3%5 years · per year$10,000 became $21,308 · $14,635+7.9%

1.01%Expense ratio$101 · $35 a year on $10k · lower is better0.35%

7.96%Trailing 12-mo yield$796 · $783 a year on $10k7.83%

−9.0%Worst dropSmaller is better−6.7%

13.2%VolatilityLower is calmer8.1%

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

5–3AMLP wins

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

More Ways to See the Pairs

AMLP vs JEPI: Top 5 Holdings

Today

AMLP

61.6%in top 5

JEPI

in top 59.5%

AMLPStockJEPI

13.0%PAAnot top 5

12.5%MPLXnot top 5

12.3%EPDnot top 5

12.0%ETnot top 5

11.8%WESnot 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 5, 2026 · share of each fund

AMLP vs JEPI Returns, Every Period

ALPSAMLP

+16.3%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

AMLPJEPIFaded: behind in that period

4–0AMLP wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: AMLP vs JEPI

YTD

ALPSAMLP

+15.3%

JEPIJ.P. Morgan

+8.8%

+15.3%Year to date+8.8%

−9.0%Worst drop · 1Y−6.7%

13.2%Volatility · 1Y8.1%

8.0%Yield7.8%

$12.3BAssets$46.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMLP, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

AMLP1.01%$101

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AMLP, JEPI

7.96%highest, AMLP

FundTrailing yieldYield$10k

AMLP7.96%$796

JEPI7.83%$783

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

AMLP$796 − $101 = $695

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AMLP, JEPI

Today

0.0%most shared, AMLP and JEPI

AMLPJEPI

AMLP—0.0%

JEPI0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.8%AMLP, at 13.2% volatility

JEPIWorst drop−6.7%8.1% vol

AMLPWorst drop−9.0%13.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPJEPI

+15.3%Year to date+8.8%

8.0%Yield7.8%

+18.8%Past year+11.9%

1.01%Fee0.35%

3–1AMLP wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026