Compare · 2 funds side by side · dividends reinvested

BBMC and JEPI

BBMCJ.P. Morgan×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

BBMC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.07%1.12%+18.4%+21.4%+22.7%+7.8%−9.7%16.2%$2.1B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: BBMC 2020 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · $2.1B$14,567

BBMC

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

BBMCMeasureJEPI

+18.4%Year to dateJan 1 → Nov 4+8.8%

+21.4%1 yearTotal return+11.9%

+22.7%3 years · per year$10,000 became $18,490 · $14,269+12.6%

+7.8%5 years · per year$10,000 became $14,567 · $14,635+7.9%

0.07%Expense ratio$7 · $35 a year on $10k · lower is better0.35%

1.12%Trailing 12-mo yield$112 · $783 a year on $10k7.83%

−9.7%Worst dropSmaller is better−6.7%

16.2%VolatilityLower is calmer8.1%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBMC vs JEPI: Top 5 Holdings

Today

BBMC

5.1%in top 5

JEPI

in top 59.5%

BBMCStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

1.8%MRNAnot top 5

1.2%NTRAnot top 5

0.9%RVMDnot top 5

0.7%OKTAnot top 5

0.7%TEAMnot top 5

Held in common0.2%

End-of-day Nov 4, 2026 · share of each fund

BBMC vs JEPI Returns, Every Period

J.P. MorganBBMC

+7.8%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

BBMCJEPIFaded: behind in that period

3–1BBMC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: BBMC vs JEPI

YTD

J.P. MorganBBMC

+18.4%

JEPIJ.P. Morgan

+8.8%

+18.4%Year to date+8.8%

−9.7%Worst drop · 1Y−6.7%

16.2%Volatility · 1Y8.1%

1.1%Yield7.8%

$2.1BAssets$46.1B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBMC, JEPI

Today

0.07%lowest, BBMC

FundExpense ratioFee$10k

BBMC0.07%$7

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BBMC, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

BBMC1.12%$112

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

BBMC$112 − $7 = $105

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BBMC, JEPI

Today

0.2%most shared, BBMC and JEPI

BBMCJEPI

BBMC—0.2%

JEPI0.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.4%BBMC, at 16.2% volatility

JEPIWorst drop−6.7%8.1% vol

BBMCWorst drop−9.7%16.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIBBMC

+8.8%Year to date+18.4%

7.8%Yield1.1%

+11.9%Past year+21.4%

0.35%Fee0.07%

3–1BBMC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026