Compare · 2 funds side by side · dividends reinvested

DTCR and JEPI

DTCRGlobal X×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,108DTCR · best of the two

02 / 04

DTCR and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - Data Center & Digital Infrastructure ETFThematic · Infrastructure0.50%0.95%+23.5%+17.5%+29.8%+10.0%−22.9%26.6%$1.9B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$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 4, 2026 · returns include dividends · since: DTCR 2020 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Data Center & Digital Infrastructure ETF · $1.9B$16,108

DTCR

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 6.8% in common

DTCRMeasureJEPI

+23.5%Year to dateJan 1 → Nov 4+8.8%

+17.5%1 yearTotal return+11.9%

+29.8%3 years · per year$10,000 became $21,880 · $14,269+12.6%

+10.0%5 years · per year$10,000 became $16,108 · $14,635+7.9%

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

0.95%Trailing 12-mo yield$95 · $783 a year on $10k7.83%

−22.9%Worst dropSmaller is better−6.7%

26.6%VolatilityLower is calmer8.1%

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

4–4Level

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

More Ways to See the Pairs

DTCR vs JEPI: Top 5 Holdings

Today

DTCR

57.8%in top 5

JEPI

in top 59.5%

DTCRStockJEPI

14.9%AMTnot top 5

13.7%DLRnot top 5

13.3%EQIXnot top 5

10.9%CCInot top 5

5.0%SBACnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common6.8%

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

DTCR vs JEPI Returns, Every Period

Global XDTCR

+10.0%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

DTCRJEPIFaded: behind in that period

4–0DTCR wins

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

Thematic vs Income: DTCR vs JEPI

YTD

Global XDTCR

+23.5%

JEPIJ.P. Morgan

+8.8%

+23.5%Year to date+8.8%

−22.9%Worst drop · 1Y−6.7%

26.6%Volatility · 1Y8.1%

1.0%Yield7.8%

$1.9BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: DTCR, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

DTCR0.50%$50

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

Yields: DTCR, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

DTCR0.95%$95

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

DTCR$95 − $50 = $45

KeptFee

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

Overlap: DTCR, JEPI

Today

6.8%most shared, DTCR and JEPI

DTCRJEPI

DTCR—6.8%

JEPI6.8%—

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

Return vs Bumpiness: 2 ETFs

+17.5%DTCR, at 26.6% volatility

JEPIWorst drop−6.7%8.1% vol

DTCRWorst drop−22.9%26.6% vol

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

Paid More vs Made More

YTD

JEPIDTCR

+8.8%Year to date+23.5%

7.8%Yield1.0%

+11.9%Past year+17.5%

0.35%Fee0.50%

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