Compare · 2 funds side by side · dividends reinvested

HAUG and JEPI

HAUGCorgi Funds×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 / 03

HAUG 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%$46.0B1.1

Corgi U.S. Equities 100% Structured Buffer ETF - August SeriesDefined Outcome · Buffer0.30%0.00%[…][…][…][…][…][…]$2M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: HAUG 2026 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Corgi U.S. Equities 100% Structured Buffer ETF - August Series · $2M[…]

HAUG

JEPI

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

$10,000 five years ago, dividends reinvested

HAUGMeasureJEPI

[…]Year to dateJan 1 → Nov 3+7.0%

[…]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%

0.30%Expense ratio$30 · $35 a year on $10k · lower is better0.35%

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

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer7.9%

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

1–1Level

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

More Ways to See the Pairs

HAUG vs JEPI: Top 5 Holdings

Today

HAUG

[…]in top 5

JEPI

in top 59.5%

HAUGStockJEPI

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common[…]

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

HAUG vs JEPI Returns, Every Period

Corgi FundsHAUG

[…]

past year

JEPIJ.P. Morgan

+9.8%

past year

Returns […]

HAUGJEPIFaded: behind in that period

0–0Level

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

Defined Outcome vs Income: HAUG vs JEPI

YTD

Corgi FundsHAUG

[…]

JEPIJ.P. Morgan

+7.0%

[…]Year to date+7.0%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y7.9%

0.0%Yield8.0%

$2.4MAssets$46.0B

1–0JEPI wins

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

Cost, Income and Risk

Fees: HAUG, JEPI

Today

0.30%lowest, HAUG

FundExpense ratioFee$10k

HAUG0.30%$30

JEPI0.35%$35

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

Yields: HAUG, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

HAUG0.00%$0

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

HAUG$0 − $30 = −$30

KeptFee

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

Overlap: HAUG, JEPI

Today

[…]holdings […]

HAUGJEPI

HAUG—[…]

JEPI[…]—

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

HAUGWorst drop[…][…]

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

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