Compare · 2 funds side by side · dividends reinvested

CMDY and JEPI

CMDYiShares×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,975CMDY · best of the two

02 / 04

CMDY and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Bloomberg Roll Select Commodity Strategy ETFCommodities · Broad basket0.29%10.41%+23.9%+25.7%+13.2%+8.4%−14.2%17.3%$712M1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.8

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: CMDY 2018 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Bloomberg Roll Select Commodity Strategy ETF · $712M$14,975

CMDY

JEPI

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

$10,000 five years ago, dividends reinvested

CMDYMeasureJEPI

+23.9%Year to dateJan 1 → Nov 4+8.8%

+25.7%1 yearTotal return+11.9%

+13.2%3 years · per year$10,000 became $14,515 · $14,269+12.6%

+8.4%5 years · per year$10,000 became $14,975 · $14,635+7.9%

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

10.41%Trailing 12-mo yield$1,041 · $783 a year on $10k7.83%

−14.2%Worst dropSmaller is better−6.7%

17.3%VolatilityLower is calmer8.1%

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

6–2CMDY wins

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

More Ways to See the Pairs

CMDY vs JEPI: Top 5 Holdings

Today

CMDY

[…]in top 5

JEPI

in top 59.5%

CMDYStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common[…]

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

CMDY vs JEPI Returns, Every Period

iSharesCMDY

+8.4%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

CMDYJEPIFaded: behind in that period

4–0CMDY wins

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

Commodities vs Income: CMDY vs JEPI

YTD

iSharesCMDY

+23.9%

JEPIJ.P. Morgan

+8.8%

+23.9%Year to date+8.8%

−14.2%Worst drop · 1Y−6.7%

17.3%Volatility · 1Y8.1%

10.4%Yield7.8%

$712MAssets$46.1B

2–2level

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

Cost, Income and Risk

Fees: CMDY, JEPI

Today

0.29%lowest, CMDY

FundExpense ratioFee$10k

CMDY0.29%$29

JEPI0.35%$35

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

Yields: CMDY, JEPI

10.41%highest, CMDY

FundTrailing yieldYield$10k

CMDY10.41%$1,041

JEPI7.83%$783

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

Income After Fees on $10,000

$1,012most kept, CMDY

CMDY$1,041 − $29 = $1,012

JEPI$783 − $35 = $748

KeptFee

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

Overlap: CMDY, JEPI

Today

[…]holdings […]

CMDYJEPI

CMDY—[…]

JEPI[…]—

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

Return vs Bumpiness: 2 ETFs

+25.7%CMDY, at 17.3% volatility

JEPIWorst drop−6.7%8.1% vol

CMDYWorst drop−14.2%17.3% vol

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

Paid More vs Made More

YTD

CMDYJEPI

+23.9%Year to date+8.8%

10.4%Yield7.8%

+25.7%Past year+11.9%

0.29%Fee0.35%

4–0CMDY wins

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