Compare · 2 funds side by side · dividends reinvested

CALF and JEPI

CALFPacer×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,459CALF · best of the two

02 / 04

CALF and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Pacer US Small Cap Cash Cows ETFUS Stock Styles · Small cap0.59%1.10%+31.3%+35.3%+15.2%+7.7%−7.9%15.8%$3.9B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: CALF 2017 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Pacer US Small Cap Cash Cows ETF · $3.9B$14,459

CALF

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

CALFMeasureJEPI

+31.3%Year to dateJan 1 → Nov 3+7.0%

+35.3%1 yearTotal return+9.8%

+15.2%3 years · per year$10,000 became $15,278 · $14,201+12.4%

+7.7%5 years · per year$10,000 became $14,459 · $14,322+7.4%

0.59%Expense ratio$59 · $35 a year on $10k · lower is better0.35%

1.10%Trailing 12-mo yield$110 · $796 a year on $10k7.96%

−7.9%Worst dropSmaller is better−6.7%

15.8%VolatilityLower is calmer7.9%

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

4–4Level

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

More Ways to See the Pairs

CALF vs JEPI: Top 5 Holdings

Today

CALF

10.3%in top 5

JEPI

in top 59.5%

CALFStockJEPI

2.2%SUNBnot top 5

2.1%CTSHnot top 5

2.0%EXPEnot top 5

2.0%OMCnot top 5

not top 5MA2.0%

1.9%THCnot top 5

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common0.2%

End-of-day Nov 3, 2026 · share of each fund

CALF vs JEPI Returns, Every Period

PacerCALF

+7.7%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

CALFJEPIFaded: behind in that period

4–0CALF wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CALF vs JEPI

YTD

PacerCALF

+31.3%

JEPIJ.P. Morgan

+7.0%

+31.3%Year to date+7.0%

−7.9%Worst drop · 1Y−6.7%

15.8%Volatility · 1Y7.9%

1.1%Yield8.0%

$3.9BAssets$46.0B

3–1JEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CALF, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

CALF0.59%$59

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CALF, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

CALF1.10%$110

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

CALF$110 − $59 = $51

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CALF, JEPI

Today

0.2%most shared, CALF and JEPI

CALFJEPI

CALF—0.2%

JEPI0.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+35.3%CALF, at 15.8% volatility

JEPIWorst drop−6.7%7.9% vol

CALFWorst drop−7.9%15.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICALF

+7.0%Year to date+31.3%

8.0%Yield1.1%

+9.8%Past year+35.3%

0.35%Fee0.59%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026