Compare · 2 funds side by side · dividends reinvested

BBUS and JEPI

BBUSJ.P. Morgan×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,710BBUS · best of the two

02 / 04

BBUS and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders U.S. Equity ETFUS Stock Styles · Large cap0.02%0.99%+12.8%+12.7%+24.1%+12.1%−9.2%12.9%$9.6B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: BBUS 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders U.S. Equity ETF · $9.6B$17,710

BBUS

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 39.2% in common

BBUSMeasureJEPI

+12.8%Year to dateJan 1 → Nov 4+8.8%

+12.7%1 yearTotal return+11.9%

+24.1%3 years · per year$10,000 became $19,120 · $14,269+12.6%

+12.1%5 years · per year$10,000 became $17,710 · $14,635+7.9%

0.02%Expense ratio$2 · $35 a year on $10k · lower is better0.35%

0.99%Trailing 12-mo yield$99 · $783 a year on $10k7.83%

−9.2%Worst dropSmaller is better−6.7%

12.9%VolatilityLower is calmer8.1%

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

5–3BBUS wins

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

More Ways to See the Pairs

BBUS vs JEPI: Top 5 Holdings

Today

BBUS

27.0%in top 5

JEPI

in top 59.5%

BBUSStockJEPI

7.4%AAPL1.9%

7.4%NVDAnot top 5

5.9%MSFT1.9%

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common39.2%

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

BBUS vs JEPI Returns, Every Period

J.P. MorganBBUS

+12.1%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

BBUSJEPIFaded: behind in that period

4–0BBUS wins

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

Stocks vs Income: BBUS vs JEPI

YTD

J.P. MorganBBUS

+12.8%

JEPIJ.P. Morgan

+8.8%

+12.8%Year to date+8.8%

−9.2%Worst drop · 1Y−6.7%

12.9%Volatility · 1Y8.1%

1.0%Yield7.8%

$9.6BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: BBUS, JEPI

Today

0.02%lowest, BBUS

FundExpense ratioFee$10k

BBUS0.02%$2

JEPI0.35%$35

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

Yields: BBUS, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

BBUS0.99%$99

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

BBUS$99 − $2 = $97

KeptFee

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

Overlap: BBUS, JEPI

Today

39.2%most shared, BBUS and JEPI

BBUSJEPI

BBUS—39.2%

JEPI39.2%—

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

Return vs Bumpiness: 2 ETFs

+12.7%BBUS, at 12.9% volatility

JEPIWorst drop−6.7%8.1% vol

BBUSWorst drop−9.2%12.9% vol

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

Paid More vs Made More

YTD

JEPIBBUS

+8.8%Year to date+12.8%

7.8%Yield1.0%

+11.9%Past year+12.7%

0.35%Fee0.02%

3–1BBUS 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%

$41.8BAssets$46.0B

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%

$121BAssets$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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026