Compare · 2 funds side by side · dividends reinvested

FRDM and JEPI

FRDMFreedom×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,508FRDM · best of the two

02 / 04

FRDM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Freedom 100 Emerging Markets ETFInternational · Emerging0.49%2.00%+16.5%+24.7%+30.7%+15.4%−23.4%33.2%$3.0B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: FRDM 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Freedom 100 Emerging Markets ETF · $3.0B$20,508

FRDM

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

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

FRDMMeasureJEPI

+16.5%Year to dateJan 1 → Nov 6+5.3%

+24.7%1 yearTotal return+8.2%

+30.7%3 years · per year$10,000 became $22,341 · $13,562+10.7%

+15.4%5 years · per year$10,000 became $20,508 · $14,118+7.1%

0.49%Expense ratio$49 · $35 a year on $10k · lower is better0.35%

2.00%Trailing 12-mo yield$200 · $809 a year on $10k8.09%

−23.4%Worst dropSmaller is better−6.7%

33.2%VolatilityLower is calmer8.8%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FRDM vs JEPI: Top 5 Holdings

Today

FRDM

35.3%in top 5

JEPI

in top 59.9%

FRDMStockJEPI

10.8%005930.Knot top 5

8.0%000660.Knot top 5

7.5%TSMnot top 5

5.2%2454.TWnot top 5

3.8%PEO.WAnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

FRDM vs JEPI Returns, Every Period

FreedomFRDM

+15.4%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

FRDMJEPIFaded: behind in that period

4–0FRDM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Income: FRDM vs JEPI

YTD

FreedomFRDM

+16.5%

JEPIJ.P. Morgan

+5.3%

+16.5%Year to date+5.3%

−23.4%Worst drop · 1Y−6.7%

33.2%Volatility · 1Y8.8%

2.0%Yield8.1%

$3.0BAssets$45.2B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FRDM, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

FRDM0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FRDM, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

FRDM2.00%$200

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

FRDM$200 − $49 = $151

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FRDM, JEPI

Today

0.0%most shared, FRDM and JEPI

FRDMJEPI

FRDM—0.0%

JEPI0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.7%FRDM, at 33.2% volatility

JEPIWorst drop−6.7%8.8% vol

FRDMWorst drop−23.4%33.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIFRDM

+5.3%Year to date+16.5%

8.1%Yield2.0%

+8.2%Past year+24.7%

0.35%Fee0.49%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026