Compare · 2 funds side by side · dividends reinvested

DEEP and JEPI

DEEPAcquirers Funds×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

DEEP 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%$46.0B1.4

Acquirers Small and Micro Deep Value ETFUS Stock Styles · Value0.80%2.00%+24.5%+28.8%+14.5%+6.0%−8.9%17.3%$26M1.6

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: DEEP 2014 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Acquirers Small and Micro Deep Value ETF · $26M$13,390

DEEP

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

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

DEEPMeasureJEPI

+24.5%Year to dateJan 1 → Nov 4+8.8%

+28.8%1 yearTotal return+11.9%

+14.5%3 years · per year$10,000 became $15,014 · $14,269+12.6%

+6.0%5 years · per year$10,000 became $13,390 · $14,635+7.9%

0.80%Expense ratio$80 · $35 a year on $10k · lower is better0.35%

2.00%Trailing 12-mo yield$200 · $783 a year on $10k7.83%

−8.9%Worst dropSmaller is better−6.7%

17.3%VolatilityLower is calmer8.1%

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

3–5JEPI wins

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

More Ways to See the Pairs

DEEP vs JEPI: Top 5 Holdings

Today

DEEP

7.5%in top 5

JEPI

in top 59.5%

DEEPStockJEPI

2.1%BMBLnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

1.4%KSSnot top 5

1.4%DFINnot top 5

1.3%AMNnot top 5

1.3%AEOnot top 5

Held in common0.0%

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

DEEP vs JEPI Returns, Every Period

Acquirers FundsDEEP

+6.0%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

DEEPJEPIFaded: behind in that period

3–1DEEP wins

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

Stocks vs Income: DEEP vs JEPI

YTD

Acquirers FundsDEEP

+24.5%

JEPIJ.P. Morgan

+8.8%

+24.5%Year to date+8.8%

−8.9%Worst drop · 1Y−6.7%

17.3%Volatility · 1Y8.1%

2.0%Yield7.8%

$25.9MAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: DEEP, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

DEEP0.80%$80

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

Yields: DEEP, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

DEEP2.00%$200

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

DEEP$200 − $80 = $120

KeptFee

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

Overlap: DEEP, JEPI

Today

0.0%most shared, DEEP and JEPI

DEEPJEPI

DEEP—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+28.8%DEEP, at 17.3% volatility

JEPIWorst drop−6.7%8.1% vol

DEEPWorst drop−8.9%17.3% vol

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

Paid More vs Made More

YTD

JEPIDEEP

+8.8%Year to date+24.5%

7.8%Yield2.0%

+11.9%Past year+28.8%

0.35%Fee0.80%

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%

$41.8BAssets$46.0B

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%

$121BAssets$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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026