Compare · 2 funds side by side · dividends reinvested

HOOY and JEPI

HOOYYieldMax×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

HOOY 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%$46.1B1.1

YieldMax HOOD Option Income Strategy ETFIncome · Premium income0.99%126.35%−20.3%−37.8%[…][…]−49.3%59.0%$106M1.8

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: HOOY 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax HOOD Option Income Strategy ETF · $106M[…]

HOOY

JEPI

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

$10,000 five years ago, dividends reinvested

HOOYMeasureJEPI

−20.3%Year to dateJan 1 → Nov 4+8.8%

−37.8%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $14,269+12.6%

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

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

126.35%Trailing 12-mo yield$12,635 · $783 a year on $10k7.83%

−49.3%Worst dropSmaller is better−6.7%

59.0%VolatilityLower is calmer8.1%

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

1–5JEPI wins

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

More Ways to See the Pairs

HOOY vs JEPI: Top 5 Holdings

Today

HOOY

[…]in top 5

JEPI

in top 59.5%

HOOYStockJEPI

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

HOOY vs JEPI Returns, Every Period

YieldMaxHOOY

−37.8%

past year

JEPIJ.P. Morgan

+11.9%

past year

HOOYJEPIFaded: behind in that period

0–2JEPI wins

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

HOOY vs JEPI

YTD

YieldMaxHOOY

−20.3%

JEPIJ.P. Morgan

+8.8%

−20.3%Year to date+8.8%

−49.3%Worst drop · 1Y−6.7%

59.0%Volatility · 1Y8.1%

126.3%Yield7.8%

$106MAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: HOOY, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

HOOY0.99%$99

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

Yields: HOOY, JEPI

126.35%highest, HOOY

FundTrailing yieldYield$10k

HOOY126.35%$12,635

JEPI7.83%$783

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

Income After Fees on $10,000

$12,536most kept, HOOY

HOOY$12,635 − $99 = $12,536

JEPI$783 − $35 = $748

KeptFee

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

Overlap: HOOY, JEPI

Today

[…]holdings […]

HOOYJEPI

HOOY—[…]

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

HOOYWorst drop−49.3%59.0% vol

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

Paid More vs Made More

YTD

HOOYJEPI

−20.3%Year to date+8.8%

126.3%Yield7.8%

−37.8%Past year+11.9%

0.99%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