Compare · 2 funds side by side · dividends reinvested

BVAL and JEPI

BVALBluemonte×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

BVAL and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.16%+14.9%+17.8%[…][…]−6.7%10.7%$311M1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: BVAL 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Large Cap Value ETF · $311M[…]

BVAL

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

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

BVALMeasureJEPI

+14.9%Year to dateJan 1 → Nov 6+5.3%

+17.8%1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.29%Expense ratio$29 · $35 a year on $10k · lower is better0.35%

1.16%Trailing 12-mo yield$116 · $809 a year on $10k8.09%

−6.7%Worst dropSmaller is better−6.7%

10.7%VolatilityLower is calmer8.8%

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

3–2BVAL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BVAL vs JEPI: Top 5 Holdings

Today

BVAL

99.2%in top 5

JEPI

in top 59.9%

BVALStockJEPI

33.9%SPYVnot top 5

29.4%SCHVnot top 5

21.2%VONVnot top 5

14.8%SPYMnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

BVAL vs JEPI Returns, Every Period

BluemonteBVAL

+17.8%

past year

JEPIJ.P. Morgan

+8.2%

past year

BVALJEPIFaded: behind in that period

2–0BVAL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: BVAL vs JEPI

YTD

BluemonteBVAL

+14.9%

JEPIJ.P. Morgan

+5.3%

+14.9%Year to date+5.3%

−6.7%Worst drop · 1Y−6.7%

10.7%Volatility · 1Y8.8%

1.2%Yield8.1%

$311MAssets$45.2B

2–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BVAL, JEPI

Today

0.29%lowest, BVAL

FundExpense ratioFee$10k

BVAL0.29%$29

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BVAL, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

BVAL1.16%$116

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

BVAL$116 − $29 = $87

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BVAL, JEPI

Today

0.0%most shared, BVAL and JEPI

BVALJEPI

BVAL—0.0%

JEPI0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.8%BVAL, at 10.7% volatility

JEPIWorst drop−6.7%8.8% vol

BVALWorst drop−6.7%10.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIBVAL

+5.3%Year to date+14.9%

8.1%Yield1.2%

+8.2%Past year+17.8%

0.35%Fee0.29%

3–1BVAL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026