Compare · 2 funds side by side · dividends reinvested

BITS and JEPI

BITSGlobal X×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 / 04

BITS 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%$46.1B1.3

Global X - Blockchain & Bitcoin Strategy ETFCrypto · Spot bitcoin0.65%27.60%−17.6%−37.6%+33.7%[…]−42.7%54.7%$22M1.7

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: BITS 2021 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Blockchain & Bitcoin Strategy ETF · $22M[…]

BITS

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BITSMeasureJEPI

−17.6%Year to dateJan 1 → Nov 5+5.2%

−37.6%1 yearTotal return+8.3%

+33.7%3 years · per year$10,000 became $23,916 · $13,674+11.0%

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

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

27.60%Trailing 12-mo yield$2,760 · $809 a year on $10k8.09%

−42.7%Worst dropSmaller is better−6.7%

54.7%VolatilityLower is calmer8.8%

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

2–5JEPI wins

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

More Ways to See the Pairs

BITS vs JEPI: Top 5 Holdings

Today

BITS

53.1%in top 5

JEPI

in top 59.9%

BITSStockJEPI

28.4%BKCHnot top 5

24.7%CLIPnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common0.0%

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

BITS vs JEPI Returns, Every Period

Global XBITS

−37.6%

past year

JEPIJ.P. Morgan

+8.3%

past year

BITSJEPIFaded: behind in that period

1–2JEPI wins

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

Crypto vs Income: BITS vs JEPI

YTD

Global XBITS

−17.6%

JEPIJ.P. Morgan

+5.2%

−17.6%Year to date+5.2%

−42.7%Worst drop · 1Y−6.7%

54.7%Volatility · 1Y8.8%

27.6%Yield8.1%

$21.6MAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: BITS, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

BITS0.65%$65

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

Yields: BITS, JEPI

27.60%highest, BITS

FundTrailing yieldYield$10k

BITS27.60%$2,760

JEPI8.09%$809

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

Income After Fees on $10,000

$2,695most kept, BITS

BITS$2,760 − $65 = $2,695

JEPI$809 − $35 = $774

KeptFee

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

Overlap: BITS, JEPI

Today

0.0%most shared, BITS and JEPI

BITSJEPI

BITS—0.0%

JEPI0.0%—

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

BITSWorst drop−42.7%54.7% vol

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

Paid More vs Made More

YTD

BITSJEPI

−17.6%Year to date+5.2%

27.6%Yield8.1%

−37.6%Past year+8.3%

0.65%Fee0.35%

3–1JEPI 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