Compare · 2 funds side by side · dividends reinvested

BYRE and JEPI

BYREPrincipal×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

BYRE and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.4

Principal Real Estate Active Opportunities ETFSectors · Real estate0.60%2.71%+15.6%+14.1%+14.4%[…]−10.6%13.2%$27M1.6

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: BYRE 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Principal Real Estate Active Opportunities ETF · $27M[…]

BYRE

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

BYREMeasureJEPI

+15.6%Year to dateJan 1 → Nov 4+8.8%

+14.1%1 yearTotal return+11.9%

+14.4%3 years · per year$10,000 became $14,978 · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

2.71%Trailing 12-mo yield$271 · $783 a year on $10k7.83%

−10.6%Worst dropSmaller is better−6.7%

13.2%VolatilityLower is calmer8.1%

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

3–4JEPI wins

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

More Ways to See the Pairs

BYRE vs JEPI: Top 5 Holdings

Today

BYRE

33.7%in top 5

JEPI

in top 59.5%

BYREStockJEPI

8.7%WELLnot top 5

8.1%EQIXnot top 5

7.1%AMTnot top 5

5.3%CCInot top 5

4.5%SBRAnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common1.9%

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

BYRE vs JEPI Returns, Every Period

PrincipalBYRE

+14.1%

past year

JEPIJ.P. Morgan

+11.9%

past year

BYREJEPIFaded: behind in that period

3–0BYRE wins

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

Sector vs Income: BYRE vs JEPI

YTD

PrincipalBYRE

+15.6%

JEPIJ.P. Morgan

+8.8%

+15.6%Year to date+8.8%

−10.6%Worst drop · 1Y−6.7%

13.2%Volatility · 1Y8.1%

2.7%Yield7.8%

$27.3MAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: BYRE, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

BYRE0.60%$60

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

Yields: BYRE, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

BYRE2.71%$271

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

BYRE$271 − $60 = $211

KeptFee

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

Overlap: BYRE, JEPI

Today

1.9%most shared, BYRE and JEPI

BYREJEPI

BYRE—1.9%

JEPI1.9%—

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

Return vs Bumpiness: 2 ETFs

+14.1%BYRE, at 13.2% volatility

JEPIWorst drop−6.7%8.1% vol

BYREWorst drop−10.6%13.2% vol

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

Paid More vs Made More

YTD

JEPIBYRE

+8.8%Year to date+15.6%

7.8%Yield2.7%

+11.9%Past year+14.1%

0.35%Fee0.60%

2–2level

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%

$42.1BAssets$46.1B

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%

$123BAssets$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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026