Compare · 2 funds side by side · dividends reinvested

BAUG and JEPI

BAUGInnovator×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,786BAUG · best of the two

02 / 04

BAUG and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Buffer ETFDefined Outcome · Buffer0.79%0.00%+9.7%+12.0%+18.3%+10.9%−5.7%8.4%$262M1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: BAUG 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Buffer ETF · $262M$16,786

BAUG

JEPI

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

$10,000 five years ago, dividends reinvested

BAUGMeasureJEPI

+9.7%Year to dateJan 1 → Nov 9+7.5%

+12.0%1 yearTotal return+10.9%

+18.3%3 years · per year$10,000 became $16,538 · $13,679+11.0%

+10.9%5 years · per year$10,000 became $16,786 · $14,448+7.6%

0.79%Expense ratio$79 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $793 a year on $10k7.93%

−5.7%Worst dropSmaller is better−6.7%

8.4%VolatilityLower is calmer9.0%

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

6–2BAUG wins

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

More Ways to See the Pairs

BAUG vs JEPI: Top 5 Holdings

Today

BAUG

[…]in top 5

JEPI

in top 59.9%

BAUGStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common[…]

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

BAUG vs JEPI Returns, Every Period

InnovatorBAUG

+10.9%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

BAUGJEPIFaded: behind in that period

4–0BAUG wins

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

Defined Outcome vs Income: BAUG vs JEPI

YTD

InnovatorBAUG

+9.7%

JEPIJ.P. Morgan

+7.5%

+9.7%Year to date+7.5%

−5.7%Worst drop · 1Y−6.7%

8.4%Volatility · 1Y9.0%

0.0%Yield7.9%

$262MAssets$45.2B

3–1BAUG wins

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

Cost, Income and Risk

Fees: BAUG, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

BAUG0.79%$79

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

Yields: BAUG, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

BAUG0.00%$0

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

BAUG$0 − $79 = −$79

KeptFee

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

Overlap: BAUG, JEPI

Today

[…]holdings […]

BAUGJEPI

BAUG—[…]

JEPI[…]—

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

Return vs Bumpiness: 2 ETFs

+12.0%BAUG, at 8.4% volatility

BAUGWorst drop−5.7%8.4% 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

JEPIBAUG

+7.5%Year to date+9.7%

7.9%Yield0.0%

+10.9%Past year+12.0%

0.35%Fee0.79%

2–2level

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