Compare · 2 funds side by side · dividends reinvested

CVMC and JEPI

CVMCEaton Vance×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,322JEPI · best of the two

02 / 04

CVMC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calvert US Mid-Cap Core Responsible Index ETFUS Stock Styles · Mid cap0.15%1.18%+19.8%+21.9%+21.5%[…]−9.3%14.1%$114M1.4

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: CVMC 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Calvert US Mid-Cap Core Responsible Index ETF · $114M[…]

CVMC

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 5.8% in common

CVMCMeasureJEPI

+19.8%Year to dateJan 1 → Nov 3+7.0%

+21.9%1 yearTotal return+9.8%

+21.5%3 years · per year$10,000 became $17,919 · $14,201+12.4%

[…]5 years · per year$10,000 became […] · $14,322+7.4%

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

1.18%Trailing 12-mo yield$118 · $796 a year on $10k7.96%

−9.3%Worst dropSmaller is better−6.7%

14.1%VolatilityLower is calmer7.9%

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

4–3CVMC wins

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

More Ways to See the Pairs

CVMC vs JEPI: Top 5 Holdings

Today

CVMC

3.1%in top 5

JEPI

in top 59.5%

CVMCStockJEPI

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

0.7%MRNAnot top 5

0.6%TGTnot top 5

0.6%AJGnot top 5

0.6%HPEnot top 5

0.6%KMBnot top 5

Held in common5.8%

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

CVMC vs JEPI Returns, Every Period

Eaton VanceCVMC

+21.9%

past year

JEPIJ.P. Morgan

+9.8%

past year

CVMCJEPIFaded: behind in that period

3–0CVMC wins

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

Stocks vs Income: CVMC vs JEPI

YTD

Eaton VanceCVMC

+19.8%

JEPIJ.P. Morgan

+7.0%

+19.8%Year to date+7.0%

−9.3%Worst drop · 1Y−6.7%

14.1%Volatility · 1Y7.9%

1.2%Yield8.0%

$114MAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: CVMC, JEPI

Today

0.15%lowest, CVMC

FundExpense ratioFee$10k

CVMC0.15%$15

JEPI0.35%$35

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

Yields: CVMC, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

CVMC1.18%$118

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

CVMC$118 − $15 = $103

KeptFee

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

Overlap: CVMC, JEPI

Today

5.8%most shared, CVMC and JEPI

CVMCJEPI

CVMC—5.8%

JEPI5.8%—

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

Return vs Bumpiness: 2 ETFs

+21.9%CVMC, at 14.1% volatility

JEPIWorst drop−6.7%7.9% vol

CVMCWorst drop−9.3%14.1% vol

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

Paid More vs Made More

YTD

JEPICVMC

+7.0%Year to date+19.8%

8.0%Yield1.2%

+9.8%Past year+21.9%

0.35%Fee0.15%

3–1CVMC wins

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