Compare · 2 funds side by side · dividends reinvested

APCB and JEPI

APCBActivePassive×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,448JEPI · best of the two

02 / 04

APCB and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.3

ActivePassive Core Bond ETFBonds & Cash · Core aggregate0.36%4.20%−0.4%+0.0%+4.7%[…]−4.6%3.7%$1.0B1.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: APCB 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ActivePassive Core Bond ETF · $1.0B[…]

APCB

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

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

APCBMeasureJEPI

−0.4%Year to dateJan 1 → Nov 9+7.5%

+0.0%1 yearTotal return+10.9%

+4.7%3 years · per year$10,000 became $11,490 · $13,679+11.0%

[…]5 years · per year$10,000 became […] · $14,448+7.6%

0.36%Expense ratio$36 · $35 a year on $10k · lower is better0.35%

4.20%Trailing 12-mo yield$420 · $793 a year on $10k7.93%

−4.6%Worst dropSmaller is better−6.7%

3.7%VolatilityLower is calmer9.0%

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

2–5JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

APCB vs JEPI: Top 5 Holdings

Today

APCB

25.8%in top 5

JEPI

in top 59.9%

APCBStockJEPI

12.0%MBBnot top 5

9.9%BNDXnot top 5

4.0%AGGnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

APCB vs JEPI Returns, Every Period

ActivePassiveAPCB

+0.0%

past year

JEPIJ.P. Morgan

+10.9%

past year

APCBJEPIFaded: behind in that period

0–3JEPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Income: APCB vs JEPI

YTD

ActivePassiveAPCB

−0.4%

JEPIJ.P. Morgan

+7.5%

−0.4%Year to date+7.5%

−4.6%Worst drop · 1Y−6.7%

3.7%Volatility · 1Y9.0%

4.2%Yield7.9%

$1.0BAssets$45.2B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APCB, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

APCB0.36%$36

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: APCB, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

APCB4.20%$420

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

APCB$420 − $36 = $384

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: APCB, JEPI

Today

0.0%most shared, APCB and JEPI

APCBJEPI

APCB—0.0%

JEPI0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.9%JEPI, at 9.0% volatility

APCBWorst drop−4.6%3.7% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIAPCB

+7.5%Year to date−0.4%

7.9%Yield4.2%

+10.9%Past year+0.0%

0.35%Fee0.36%

4–0JEPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026