Compare · 2 funds side by side · dividends reinvested

HTEC and JEPI

HTECROBO Global×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

HTEC 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%$46.0B1.4

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.74%+33.3%+42.3%+29.2%+0.7%−16.3%22.8%$112M1.6

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: HTEC 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $112M$10,334

HTEC

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

HTECMeasureJEPI

+33.3%Year to dateJan 1 → Nov 4+8.8%

+42.3%1 yearTotal return+11.9%

+29.2%3 years · per year$10,000 became $21,591 · $14,269+12.6%

+0.7%5 years · per year$10,000 became $10,334 · $14,635+7.9%

0.80%Expense ratio$80 · $35 a year on $10k · lower is better0.35%

0.74%Trailing 12-mo yield$74 · $783 a year on $10k7.83%

−16.3%Worst dropSmaller is better−6.7%

22.8%VolatilityLower is calmer8.1%

HTECJEPI 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

HTEC vs JEPI: Top 5 Holdings

Today

HTEC

11.8%in top 5

JEPI

in top 59.5%

HTECStockJEPI

2.7%GRALnot top 5

2.5%CDNAnot top 5

2.2%ISRGnot top 5

2.2%NTRAnot top 5

2.2%MRNAnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common4.9%

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

HTEC vs JEPI Returns, Every Period

ROBO GlobalHTEC

+0.7%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

HTECJEPIFaded: behind in that period

3–1HTEC wins

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

Thematic vs Income: HTEC vs JEPI

YTD

ROBO GlobalHTEC

+33.3%

JEPIJ.P. Morgan

+8.8%

+33.3%Year to date+8.8%

−16.3%Worst drop · 1Y−6.7%

22.8%Volatility · 1Y8.1%

0.7%Yield7.8%

$112MAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: HTEC, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

HTEC0.80%$80

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

Yields: HTEC, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

HTEC0.74%$74

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

HTEC$74 − $80 = −$6

KeptFee

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

Overlap: HTEC, JEPI

Today

4.9%most shared, HTEC and JEPI

HTECJEPI

HTEC—4.9%

JEPI4.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+42.3%HTEC, at 22.8% volatility

JEPIWorst drop−6.7%8.1% vol

HTECWorst drop−16.3%22.8% vol

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

Paid More vs Made More

YTD

JEPIHTEC

+8.8%Year to date+33.3%

7.8%Yield0.7%

+11.9%Past year+42.3%

0.35%Fee0.80%

2–2level

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%

$41.8BAssets$46.0B

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%

$121BAssets$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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026