Compare · 2 funds side by side · dividends reinvested

BCFN and JEPI

BCFNBaron×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 03

BCFN and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.0

Baron Financials ETFSectors · Financials0.80%0.00%−8.8%[…][…][…][…][…]$45M2.0

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: BCFN 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Baron Financials ETF · $45M[…]

BCFN

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 6.1% in common

BCFNMeasureJEPI

−8.8%Year to dateJan 1 → Nov 5+5.2%

[…]1 yearTotal return+8.3%

[…]3 years · per year$10,000 became […] · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

0.80%Expense ratio$80 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $809 a year on $10k8.09%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer8.8%

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

0–3JEPI wins

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

More Ways to See the Pairs

BCFN vs JEPI: Top 5 Holdings

Today

BCFN

27.0%in top 5

JEPI

in top 59.9%

BCFNStockJEPI

6.9%V1.9%

6.6%MA2.0%

5.0%JPMnot top 5

4.3%SPGInot top 5

4.2%BACnot top 5

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

Held in common6.1%

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

BCFN vs JEPI Returns, Every Period

BaronBCFN

[…]

past year

JEPIJ.P. Morgan

+8.3%

past year

BCFNJEPIFaded: behind in that period

0–1JEPI wins

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

Sector vs Income: BCFN vs JEPI

YTD

BaronBCFN

−8.8%

JEPIJ.P. Morgan

+5.2%

−8.8%Year to date+5.2%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y8.8%

0.0%Yield8.1%

$44.6MAssets$46.1B

2–0JEPI wins

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

Cost, Income and Risk

Fees: BCFN, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

BCFN0.80%$80

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

Yields: BCFN, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

BCFN0.00%$0

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

BCFN$0 − $80 = −$80

KeptFee

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

Overlap: BCFN, JEPI

Today

6.1%most shared, BCFN and JEPI

BCFNJEPI

BCFN—6.1%

JEPI6.1%—

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

Return vs Bumpiness: 2 ETFs

+8.3%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

BCFNWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPIBCFN

+5.2%Year to date−8.8%

8.1%Yield0.0%

+8.3%Past year[…]

0.35%Fee0.80%

3–0JEPI 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