Compare · 2 funds side by side · dividends reinvested

FLBL and JEPI

FLBLFranklin Templeton×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

FLBL 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%$46.1B1.4

Franklin Senior Loan ETFBonds & Cash · High yield0.45%8.22%+3.3%+3.4%+6.2%+5.4%−3.2%2.7%$755M1.6

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: FLBL 2018 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Senior Loan ETF · $755M$13,021

FLBL

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

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

FLBLMeasureJEPI

+3.3%Year to dateJan 1 → Nov 4+8.8%

+3.4%1 yearTotal return+11.9%

+6.2%3 years · per year$10,000 became $11,974 · $14,269+12.6%

+5.4%5 years · per year$10,000 became $13,021 · $14,635+7.9%

0.45%Expense ratio$45 · $35 a year on $10k · lower is better0.35%

8.22%Trailing 12-mo yield$822 · $783 a year on $10k7.83%

−3.2%Worst dropSmaller is better−6.7%

2.7%VolatilityLower is calmer8.1%

FLBLJEPI 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

FLBL vs JEPI: Top 5 Holdings

Today

FLBL

3.0%in top 5

JEPI

in top 59.5%

FLBLStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

0.7%HDG.ASnot top 5

0.6%FLHYnot top 5

0.6%MDLNnot top 5

0.6%HYGnot top 5

0.5%BKLNnot top 5

Held in common0.0%

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

FLBL vs JEPI Returns, Every Period

Franklin TempletonFLBL

+5.4%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

FLBLJEPIFaded: behind in that period

0–4JEPI wins

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

Bonds vs Income: FLBL vs JEPI

YTD

Franklin TempletonFLBL

+3.3%

JEPIJ.P. Morgan

+8.8%

+3.3%Year to date+8.8%

−3.2%Worst drop · 1Y−6.7%

2.7%Volatility · 1Y8.1%

8.2%Yield7.8%

$755MAssets$46.1B

3–1FLBL wins

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

Cost, Income and Risk

Fees: FLBL, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

FLBL0.45%$45

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

Yields: FLBL, JEPI

8.22%highest, FLBL

FundTrailing yieldYield$10k

FLBL8.22%$822

JEPI7.83%$783

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

Income After Fees on $10,000

$777most kept, FLBL

FLBL$822 − $45 = $777

JEPI$783 − $35 = $748

KeptFee

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

Overlap: FLBL, JEPI

Today

0.0%most shared, FLBL and JEPI

FLBLJEPI

FLBL—0.0%

JEPI0.0%—

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

FLBLWorst drop−3.2%2.7% vol

JEPIWorst drop−6.7%8.1% vol

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

Paid More vs Made More

YTD

FLBLJEPI

+3.3%Year to date+8.8%

8.2%Yield7.8%

+3.4%Past year+11.9%

0.45%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%

$42.1BAssets$46.1B

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%

$123BAssets$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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026