Compare · 2 funds side by side · dividends reinvested

BFOR and JEPI

BFORALPS×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,209BFOR · best of the two

02 / 04

BFOR and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS ETF Trust - Barron's 400 ETFUnsorted0.65%0.52%+14.9%+19.0%+22.0%+10.1%−9.0%13.9%$244M1.5

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 5, 2026 · returns include dividends · since: BFOR 2013 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ALPS ETF Trust - Barron's 400 ETF · $244M$15,209

BFOR

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 9.8% in common

BFORMeasureJEPI

+14.9%Year to dateJan 1 → Nov 5+8.8%

+19.0%1 yearTotal return+11.9%

+22.0%3 years · per year$10,000 became $18,137 · $14,269+12.6%

+10.1%5 years · per year$10,000 became $16,188 · $14,635+7.9%

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

0.52%Trailing 12-mo yield$52 · $783 a year on $10k7.83%

−9.0%Worst dropSmaller is better−6.7%

13.9%VolatilityLower is calmer8.1%

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

4–4Level

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

More Ways to See the Pairs

BFOR vs JEPI: Top 5 Holdings

Today

BFOR

1.9%in top 5

JEPI

in top 59.9%

BFORStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

0.4%CDNAnot top 5

0.4%CRCTnot top 5

0.4%FIGSnot top 5

0.4%PTCnot top 5

0.4%CROXnot top 5

Held in common9.8%

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

BFOR vs JEPI Returns, Every Period

ALPSBFOR

+10.1%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

BFORJEPIFaded: behind in that period

4–0BFOR wins

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

Unsorted vs Income: BFOR vs JEPI

YTD

ALPSBFOR

+14.9%

JEPIJ.P. Morgan

+8.8%

+14.9%Year to date+8.8%

−9.0%Worst drop · 1Y−6.7%

13.9%Volatility · 1Y8.1%

0.5%Yield7.8%

$244MAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: BFOR, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

BFOR0.65%$65

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

Yields: BFOR, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

BFOR0.52%$52

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

BFOR$52 − $65 = −$13

KeptFee

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

Overlap: BFOR, JEPI

Today

9.8%most shared, BFOR and JEPI

BFORJEPI

BFOR—9.8%

JEPI9.8%—

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

Return vs Bumpiness: 2 ETFs

+19.0%BFOR, at 13.9% volatility

JEPIWorst drop−6.7%8.1% vol

BFORWorst drop−9.0%13.9% vol

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

Paid More vs Made More

YTD

JEPIBFOR

+8.8%Year to date+14.9%

7.8%Yield0.5%

+11.9%Past year+19.0%

0.35%Fee0.65%

2–2level

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026