Compare · 2 funds side by side · dividends reinvested

FBY and JEPI

FBYYieldMax×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

FBY 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%$46.0B1.3

YieldMax META Option Income Strategy ETFIncome · Premium income1.06%55.37%−8.8%−7.5%+16.0%[…]−25.1%34.3%$96M1.7

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: FBY 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax META Option Income Strategy ETF · $96M[…]

FBY

JEPI

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

$10,000 five years ago, dividends reinvested

FBYMeasureJEPI

−8.8%Year to dateJan 1 → Nov 4+8.8%

−7.5%1 yearTotal return+11.9%

+16.0%3 years · per year$10,000 became $15,607 · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

1.06%Expense ratio$106 · $35 a year on $10k · lower is better0.35%

55.37%Trailing 12-mo yield$5,537 · $783 a year on $10k7.83%

−25.1%Worst dropSmaller is better−6.7%

34.3%VolatilityLower is calmer8.1%

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

2–5JEPI wins

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

More Ways to See the Pairs

FBY vs JEPI: Top 5 Holdings

Today

FBY

[…]in top 5

JEPI

in top 59.5%

FBYStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common[…]

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

FBY vs JEPI Returns, Every Period

YieldMaxFBY

−7.5%

past year

JEPIJ.P. Morgan

+11.9%

past year

FBYJEPIFaded: behind in that period

1–2JEPI wins

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

FBY vs JEPI

YTD

YieldMaxFBY

−8.8%

JEPIJ.P. Morgan

+8.8%

−8.8%Year to date+8.8%

−25.1%Worst drop · 1Y−6.7%

34.3%Volatility · 1Y8.1%

55.4%Yield7.8%

$95.5MAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: FBY, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

FBY1.06%$106

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

Yields: FBY, JEPI

55.37%highest, FBY

FundTrailing yieldYield$10k

FBY55.37%$5,537

JEPI7.83%$783

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

Income After Fees on $10,000

$5,431most kept, FBY

FBY$5,537 − $106 = $5,431

JEPI$783 − $35 = $748

KeptFee

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

Overlap: FBY, JEPI

Today

[…]holdings […]

FBYJEPI

FBY—[…]

JEPI[…]—

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

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

FBYWorst drop−25.1%34.3% vol

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

Paid More vs Made More

YTD

FBYJEPI

−8.8%Year to date+8.8%

55.4%Yield7.8%

−7.5%Past year+11.9%

1.06%Fee0.35%

3–1JEPI wins

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