Compare · 2 funds side by side · dividends reinvested

BBC and JEPI

BBCVirtus×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

BBC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.4

Virtus Biotech Clinical Trials ETFSectors · Health care0.65%1.52%+11.6%+46.1%+34.8%−0.0%−30.2%38.6%$34M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: BBC 2014 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Biotech Clinical Trials ETF · $34M$9,995

BBC

JEPI

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

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

BBCMeasureJEPI

+11.6%Year to dateJan 1 → Nov 6+5.3%

+46.1%1 yearTotal return+8.2%

+34.8%3 years · per year$10,000 became $24,485 · $13,562+10.7%

−0.0%5 years · per year$10,000 became $9,995 · $14,118+7.1%

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

1.52%Trailing 12-mo yield$152 · $809 a year on $10k8.09%

−30.2%Worst dropSmaller is better−6.7%

38.6%VolatilityLower is calmer8.8%

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

3–5JEPI wins

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

More Ways to See the Pairs

BBC vs JEPI: Top 5 Holdings

Today

BBC

10.1%in top 5

JEPI

in top 59.9%

BBCStockJEPI

2.3%XNCRnot top 5

2.2%KODnot top 5

2.1%TRAXnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

1.8%REPLnot top 5

1.7%ABCLnot top 5

Held in common0.0%

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

BBC vs JEPI Returns, Every Period

VirtusBBC

−0.0%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

BBCJEPIFaded: behind in that period

3–1BBC wins

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

Sector vs Income: BBC vs JEPI

YTD

VirtusBBC

+11.6%

JEPIJ.P. Morgan

+5.3%

+11.6%Year to date+5.3%

−30.2%Worst drop · 1Y−6.7%

38.6%Volatility · 1Y8.8%

1.5%Yield8.1%

$34.3MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: BBC, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

BBC0.65%$65

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

Yields: BBC, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

BBC1.52%$152

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

BBC$152 − $65 = $87

KeptFee

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

Overlap: BBC, JEPI

Today

0.0%most shared, BBC and JEPI

BBCJEPI

BBC—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+46.1%BBC, at 38.6% volatility

JEPIWorst drop−6.7%8.8% vol

BBCWorst drop−30.2%38.6% vol

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

Paid More vs Made More

YTD

JEPIBBC

+5.3%Year to date+11.6%

8.1%Yield1.5%

+8.2%Past year+46.1%

0.35%Fee0.65%

2–2level

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