Compare · 2 funds side by side · dividends reinvested

DIVN and JEPI

DIVNHorizon Funds×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,448JEPI · best of the two

02 / 04

DIVN and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.4

Horizon Funds - Horizon Dividend Income ETFIncome · Dividend stocks0.70%4.12%+24.3%+30.4%[…][…]−5.5%10.9%$348M1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: DIVN 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Funds - Horizon Dividend Income ETF · $348M[…]

DIVN

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 14.4% in common

DIVNMeasureJEPI

+24.3%Year to dateJan 1 → Nov 9+7.5%

+30.4%1 yearTotal return+10.9%

[…]3 years · per year$10,000 became […] · $13,679+11.0%

[…]5 years · per year$10,000 became […] · $14,448+7.6%

0.70%Expense ratio$70 · $35 a year on $10k · lower is better0.35%

4.12%Trailing 12-mo yield$412 · $793 a year on $10k7.93%

−5.5%Worst dropSmaller is better−6.7%

10.9%VolatilityLower is calmer9.0%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DIVN vs JEPI: Top 5 Holdings

Today

DIVN

23.3%in top 5

JEPI

in top 59.9%

DIVNStockJEPI

5.1%PMnot top 5

5.0%CVXnot top 5

5.0%PGnot top 5

4.6%ABBVnot top 5

3.6%MCDnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common14.4%

End-of-day Nov 9, 2026 · share of each fund

DIVN vs JEPI Returns, Every Period

Horizon FundsDIVN

+30.4%

past year

JEPIJ.P. Morgan

+10.9%

past year

DIVNJEPIFaded: behind in that period

2–0DIVN wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DIVN vs JEPI

YTD

Horizon FundsDIVN

+24.3%

JEPIJ.P. Morgan

+7.5%

+24.3%Year to date+7.5%

−5.5%Worst drop · 1Y−6.7%

10.9%Volatility · 1Y9.0%

4.1%Yield7.9%

$348MAssets$45.2B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIVN, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

DIVN0.70%$70

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DIVN, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

DIVN4.12%$412

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

DIVN$412 − $70 = $342

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DIVN, JEPI

Today

14.4%most shared, DIVN and JEPI

DIVNJEPI

DIVN—14.4%

JEPI14.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+30.4%DIVN, at 10.9% volatility

JEPIWorst drop−6.7%9.0% vol

DIVNWorst drop−5.5%10.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDIVN

+7.5%Year to date+24.3%

7.9%Yield4.1%

+10.9%Past year+30.4%

0.35%Fee0.70%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026