Compare · 2 funds side by side · dividends reinvested

BBJP and JEPI

BBJPJ.P. Morgan×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,604BBJP · best of the two

02 / 04

BBJP and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders Japan ETFInternational · Region & country0.19%4.94%+8.7%+10.5%+17.6%+7.9%−13.6%21.3%$18.6B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$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: BBJP 2018 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders Japan ETF · $18.6B$14,604

BBJP

JEPI

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

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

BBJPMeasureJEPI

+8.7%Year to dateJan 1 → Nov 5+5.2%

+10.5%1 yearTotal return+8.3%

+17.6%3 years · per year$10,000 became $16,277 · $13,674+11.0%

+7.9%5 years · per year$10,000 became $14,604 · $14,108+7.1%

0.19%Expense ratio$19 · $35 a year on $10k · lower is better0.35%

4.94%Trailing 12-mo yield$494 · $809 a year on $10k8.09%

−13.6%Worst dropSmaller is better−6.7%

21.3%VolatilityLower is calmer8.8%

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

5–3BBJP wins

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

More Ways to See the Pairs

BBJP vs JEPI: Top 5 Holdings

Today

BBJP

17.0%in top 5

JEPI

in top 59.9%

BBJPStockJEPI

4.5%8306.Tnot top 5

3.7%7203.Tnot top 5

3.0%6857.Tnot top 5

3.0%6098.Tnot top 5

2.8%8316.Tnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common0.0%

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

BBJP vs JEPI Returns, Every Period

J.P. MorganBBJP

+7.9%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

BBJPJEPIFaded: behind in that period

4–0BBJP wins

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

International vs Income: BBJP vs JEPI

YTD

J.P. MorganBBJP

+8.7%

JEPIJ.P. Morgan

+5.2%

+8.7%Year to date+5.2%

−13.6%Worst drop · 1Y−6.7%

21.3%Volatility · 1Y8.8%

4.9%Yield8.1%

$18.6BAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: BBJP, JEPI

Today

0.19%lowest, BBJP

FundExpense ratioFee$10k

BBJP0.19%$19

JEPI0.35%$35

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

Yields: BBJP, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

BBJP4.94%$494

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

BBJP$494 − $19 = $475

KeptFee

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

Overlap: BBJP, JEPI

Today

0.0%most shared, BBJP and JEPI

BBJPJEPI

BBJP—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+10.5%BBJP, at 21.3% volatility

JEPIWorst drop−6.7%8.8% vol

BBJPWorst drop−13.6%21.3% vol

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

Paid More vs Made More

YTD

JEPIBBJP

+5.2%Year to date+8.7%

8.1%Yield4.9%

+8.3%Past year+10.5%

0.35%Fee0.19%

3–1BBJP wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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%

$42.1BAssets$46.1B

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%

$123BAssets$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$805B

2–0SPYM wins

End-of-day Nov 5, 2026