Compare · 2 funds side by side · dividends reinvested

BOTZ and JEPI

BOTZGlobal 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

BOTZ 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

Global X - Robotics & Artificial Intelligence ETFThematic · AI & semis0.68%0.57%−15.4%−17.5%+10.6%−3.8%−26.4%27.4%$3.0B2.0

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: BOTZ 2016 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Robotics & Artificial Intelligence ETF · $3.0B$8,245

BOTZ

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 5.0% in common

BOTZMeasureJEPI

−15.4%Year to dateJan 1 → Nov 5+5.2%

−17.5%1 yearTotal return+8.3%

+10.6%3 years · per year$10,000 became $13,540 · $13,674+11.0%

−3.8%5 years · per year$10,000 became $8,245 · $14,108+7.1%

0.68%Expense ratio$68 · $35 a year on $10k · lower is better0.35%

0.57%Trailing 12-mo yield$57 · $809 a year on $10k8.09%

−26.4%Worst dropSmaller is better−6.7%

27.4%VolatilityLower is calmer8.8%

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

0–8JEPI wins

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

More Ways to See the Pairs

BOTZ vs JEPI: Top 5 Holdings

Today

BOTZ

42.9%in top 5

JEPI

in top 59.9%

BOTZStockJEPI

11.0%ISRGnot top 5

8.4%6954.Tnot top 5

8.3%6861.Tnot top 5

7.7%ABBN.SWnot top 5

7.6%NVDAnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common5.0%

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

BOTZ vs JEPI Returns, Every Period

Global XBOTZ

−3.8%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

BOTZJEPIFaded: behind in that period

0–4JEPI wins

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

Thematic vs Income: BOTZ vs JEPI

YTD

Global XBOTZ

−15.4%

JEPIJ.P. Morgan

+5.2%

−15.4%Year to date+5.2%

−26.4%Worst drop · 1Y−6.7%

27.4%Volatility · 1Y8.8%

0.6%Yield8.1%

$3.0BAssets$46.1B

4–0JEPI wins

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

Cost, Income and Risk

Fees: BOTZ, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

BOTZ0.68%$68

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

Yields: BOTZ, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

BOTZ0.57%$57

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

BOTZ$57 − $68 = −$11

KeptFee

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

Overlap: BOTZ, JEPI

Today

5.0%most shared, BOTZ and JEPI

BOTZJEPI

BOTZ—5.0%

JEPI5.0%—

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

BOTZWorst drop−26.4%27.4% vol

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

Paid More vs Made More

YTD

JEPIBOTZ

+5.2%Year to date−15.4%

8.1%Yield0.6%

+8.3%Past year−17.5%

0.35%Fee0.68%

4–0JEPI 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