Compare · 3 funds side by side · dividends reinvested

ATCL, USOY and JEPI

ATCLRexshares×USOYDefiance×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,108JEPI · best of the three

02 / 04

ATCL, USOY and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.5

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.64%+60.8%+59.4%[…][…]−25.5%39.0%$73M1.7

REX Autocallable Income ETFIncome · Dividend stocks0.65%9.87%[…][…][…][…][…][…]$46M2.0

Rank among the three1st → 3rdFee, 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: ATCL 2026 · USOY 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

REX Autocallable Income ETF · $46M[…]

ATCL

USOY

Oil Enhanced Options Income ETF · $73M[…]

$10,000 five years ago, dividends reinvested

ATCLMeasureUSOY

[…]Year to dateJan 1 → Nov 5+60.8%

[…]1 yearTotal return+59.4%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.65%Expense ratio$65 · $112 a year on $10k · lower is better1.12%

9.87%Trailing 12-mo yield$987 · $5,464 a year on $10k54.64%

[…]Worst dropSmaller is better−25.5%

[…]VolatilityLower is calmer39.0%

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

1–1Level

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

More Ways to See the Pairs

ATCL vs USOY: Top 5 Holdings

Today

ATCL

[…]in top 5

USOY

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

ATCL vs USOY Returns, Every Period

RexsharesATCL

[…]

past year

USOYDefiance

+59.4%

past year

Returns […]

ATCLUSOYFaded: behind in that period

0–0Level

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

ATCL vs USOY

YTD

RexsharesATCL

[…]

USOYDefiance

+60.8%

[…]Year to date+60.8%

[…]Worst drop · 1Y−25.5%

[…]Volatility · 1Y39.0%

9.9%Yield54.6%

$46.2MAssets$72.6M

1–0USOY wins

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

Cost, Income and Risk

Fees: ATCL, USOY, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

ATCL0.65%$65

USOY1.12%$112

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

Yields: ATCL, USOY, JEPI

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

ATCL9.87%$987

JEPI8.09%$809

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

Income After Fees on $10,000

$5,352most kept, USOY

USOY$5,464 − $112 = $5,352

ATCL$987 − $65 = $922

JEPI$809 − $35 = $774

KeptFee

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

Overlap: ATCL, USOY, JEPI

Today

[…]holdings […]

ATCLUSOYJEPI

ATCL—[…][…]

USOY[…]—[…]

JEPI[…][…]—

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

Return vs Bumpiness: 3 ETFs

+59.4%USOY, at 39.0% volatility

JEPIWorst drop−6.7%8.8% vol

USOYWorst drop−25.5%39.0% vol

ATCLWorst drop[…][…]

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

Paid More vs Made More

YTD

USOYJEPI

+60.8%Year to date+5.2%

54.6%Yield8.1%

+59.4%Past year+8.3%

1.12%Fee0.35%

3–1USOY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026