Compare · 2 funds side by side · dividends reinvested

BCI and JEPI

BCIAberdeen×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,223BCI · best of the two

02 / 04

BCI and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

abrdn Bloomberg All Commodity Strategy K-1 Free ETFCommodities · Broad basket0.26%13.10%+25.8%+28.0%+13.2%+8.8%−14.8%18.3%$3.4B1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.8

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: BCI 2017 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

abrdn Bloomberg All Commodity Strategy K-1 Free ETF · $3.4B$15,223

BCI

JEPI

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

$10,000 five years ago, dividends reinvested

BCIMeasureJEPI

+25.8%Year to dateJan 1 → Nov 4+8.8%

+28.0%1 yearTotal return+11.9%

+13.2%3 years · per year$10,000 became $14,513 · $14,269+12.6%

+8.8%5 years · per year$10,000 became $15,223 · $14,635+7.9%

0.26%Expense ratio$26 · $35 a year on $10k · lower is better0.35%

13.10%Trailing 12-mo yield$1,310 · $783 a year on $10k7.83%

−14.8%Worst dropSmaller is better−6.7%

18.3%VolatilityLower is calmer8.1%

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

6–2BCI wins

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

More Ways to See the Pairs

BCI vs JEPI: Top 5 Holdings

Today

BCI

[…]in top 5

JEPI

in top 59.5%

BCIStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common[…]

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

BCI vs JEPI Returns, Every Period

AberdeenBCI

+8.8%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

BCIJEPIFaded: behind in that period

4–0BCI wins

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

Commodities vs Income: BCI vs JEPI

YTD

AberdeenBCI

+25.8%

JEPIJ.P. Morgan

+8.8%

+25.8%Year to date+8.8%

−14.8%Worst drop · 1Y−6.7%

18.3%Volatility · 1Y8.1%

13.1%Yield7.8%

$3.4BAssets$46.0B

2–2level

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

Cost, Income and Risk

Fees: BCI, JEPI

Today

0.26%lowest, BCI

FundExpense ratioFee$10k

BCI0.26%$26

JEPI0.35%$35

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

Yields: BCI, JEPI

13.10%highest, BCI

FundTrailing yieldYield$10k

BCI13.10%$1,310

JEPI7.83%$783

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

Income After Fees on $10,000

$1,284most kept, BCI

BCI$1,310 − $26 = $1,284

JEPI$783 − $35 = $748

KeptFee

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

Overlap: BCI, JEPI

Today

[…]holdings […]

BCIJEPI

BCI—[…]

JEPI[…]—

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

Return vs Bumpiness: 2 ETFs

+28.0%BCI, at 18.3% volatility

JEPIWorst drop−6.7%8.1% vol

BCIWorst drop−14.8%18.3% vol

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

Paid More vs Made More

YTD

BCIJEPI

+25.8%Year to date+8.8%

13.1%Yield7.8%

+28.0%Past year+11.9%

0.26%Fee0.35%

4–0BCI 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