Compare · 2 funds side by side · dividends reinvested

EHLS and JEPI

EHLSEven Herd×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

EHLS and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.0

Even Herd Long Short ETFUnsorted2.62%0.00%+1.7%+0.1%[…][…]−13.8%18.7%$55M2.0

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: EHLS 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Even Herd Long Short ETF · $55M[…]

EHLS

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

EHLSMeasureJEPI

+1.7%Year to dateJan 1 → Nov 3+7.0%

+0.1%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $14,201+12.4%

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

2.62%Expense ratio$262 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $796 a year on $10k7.96%

−13.8%Worst dropSmaller is better−6.7%

18.7%VolatilityLower is calmer7.9%

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

0–6JEPI wins

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

More Ways to See the Pairs

EHLS vs JEPI: Top 5 Holdings

Today

EHLS

15.8%in top 5

JEPI

in top 59.5%

EHLSStockJEPI

8.4%FGXXXnot top 5

2.2%UVEnot top 5

not top 5MA2.0%

1.9%GHnot top 5

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

1.6%UFCSnot top 5

1.6%TIGOnot top 5

Held in common5.2%

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

EHLS vs JEPI Returns, Every Period

Even HerdEHLS

+0.1%

past year

JEPIJ.P. Morgan

+9.8%

past year

EHLSJEPIFaded: behind in that period

0–2JEPI wins

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

Unsorted vs Income: EHLS vs JEPI

YTD

Even HerdEHLS

+1.7%

JEPIJ.P. Morgan

+7.0%

+1.7%Year to date+7.0%

−13.8%Worst drop · 1Y−6.7%

18.7%Volatility · 1Y7.9%

0.0%Yield8.0%

$55.1MAssets$46.0B

4–0JEPI wins

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

Cost, Income and Risk

Fees: EHLS, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

EHLS2.62%$262

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

Yields: EHLS, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

EHLS0.00%$0

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

EHLS$0 − $262 = −$262

KeptFee

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

Overlap: EHLS, JEPI

Today

5.2%most shared, EHLS and JEPI

EHLSJEPI

EHLS—5.2%

JEPI5.2%—

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

Return vs Bumpiness: 2 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

EHLSWorst drop−13.8%18.7% vol

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

Paid More vs Made More

YTD

JEPIEHLS

+7.0%Year to date+1.7%

8.0%Yield0.0%

+9.8%Past year+0.1%

0.35%Fee2.62%

4–0JEPI 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