Compare · 2 funds side by side · dividends reinvested

GINX and JEPI

GINXSummit Global Investments×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 04

GINX and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.3

SGI Enhanced Global Income ETFIncome · Premium income0.99%2.26%+14.8%+23.7%[…][…]−8.9%12.0%$107M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: GINX 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

SGI Enhanced Global Income ETF · $107M[…]

GINX

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,108

$10,000 five years ago, dividends reinvested · they hold 10.1% in common

GINXMeasureJEPI

+14.8%Year to dateJan 1 → Nov 5+5.2%

+23.7%1 yearTotal return+8.3%

[…]3 years · per year$10,000 became […] · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

0.99%Expense ratio$99 · $35 a year on $10k · lower is better0.35%

2.26%Trailing 12-mo yield$226 · $809 a year on $10k8.09%

−8.9%Worst dropSmaller is better−6.7%

12.0%VolatilityLower is calmer8.8%

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

2–4JEPI wins

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

More Ways to See the Pairs

GINX vs JEPI: Top 5 Holdings

Today

GINX

14.3%in top 5

JEPI

in top 59.9%

GINXStockJEPI

3.0%DEMnot top 5

3.0%DVYEnot top 5

2.9%JPMnot top 5

2.8%IEMGnot top 5

2.6%STTnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common10.1%

End-of-day Nov 5, 2026 · share of each fund

GINX vs JEPI Returns, Every Period

Summit Global InvestmentsGINX

+23.7%

past year

JEPIJ.P. Morgan

+8.3%

past year

GINXJEPIFaded: behind in that period

2–0GINX wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

GINX vs JEPI

YTD

Summit Global InvestmentsGINX

+14.8%

JEPIJ.P. Morgan

+5.2%

+14.8%Year to date+5.2%

−8.9%Worst drop · 1Y−6.7%

12.0%Volatility · 1Y8.8%

2.3%Yield8.1%

$107MAssets$46.8B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GINX, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

GINX0.99%$99

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: GINX, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

GINX2.26%$226

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

GINX$226 − $99 = $127

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: GINX, JEPI

Today

10.1%most shared, GINX and JEPI

GINXJEPI

GINX—10.1%

JEPI10.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.7%GINX, at 12.0% volatility

JEPIWorst drop−6.7%8.8% vol

GINXWorst drop−8.9%12.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIGINX

+5.2%Year to date+14.8%

8.1%Yield2.3%

+8.3%Past year+23.7%

0.35%Fee0.99%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026