Compare · 2 funds side by side · dividends reinvested

HTUS and JEPI

HTUSHull×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,244HTUS · best of the two

02 / 04

HTUS and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hull Tactical US ETFUS Stock Styles · Large cap0.96%10.33%+15.1%+17.2%+25.9%+15.1%−8.7%12.7%$170M1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.6

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: HTUS 2015 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Hull Tactical US ETF · $170M$20,244

HTUS

JEPI

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

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

HTUSMeasureJEPI

+15.1%Year to dateJan 1 → Nov 4+8.8%

+17.2%1 yearTotal return+11.9%

+25.9%3 years · per year$10,000 became $19,961 · $14,269+12.6%

+15.1%5 years · per year$10,000 became $20,244 · $14,635+7.9%

0.96%Expense ratio$96 · $35 a year on $10k · lower is better0.35%

10.33%Trailing 12-mo yield$1,033 · $783 a year on $10k7.83%

−8.7%Worst dropSmaller is better−6.7%

12.7%VolatilityLower is calmer8.1%

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

5–3HTUS wins

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

More Ways to See the Pairs

HTUS vs JEPI: Top 5 Holdings

Today

HTUS

85.2%in top 5

JEPI

in top 59.5%

HTUSStockJEPI

85.2%SPYnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common0.0%

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

HTUS vs JEPI Returns, Every Period

HullHTUS

+15.1%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

HTUSJEPIFaded: behind in that period

4–0HTUS wins

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

Stocks vs Income: HTUS vs JEPI

YTD

HullHTUS

+15.1%

JEPIJ.P. Morgan

+8.8%

+15.1%Year to date+8.8%

−8.7%Worst drop · 1Y−6.7%

12.7%Volatility · 1Y8.1%

10.3%Yield7.8%

$170MAssets$46.0B

2–2level

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

Cost, Income and Risk

Fees: HTUS, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

HTUS0.96%$96

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

Yields: HTUS, JEPI

10.33%highest, HTUS

FundTrailing yieldYield$10k

HTUS10.33%$1,033

JEPI7.83%$783

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

Income After Fees on $10,000

$937most kept, HTUS

HTUS$1,033 − $96 = $937

JEPI$783 − $35 = $748

KeptFee

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

Overlap: HTUS, JEPI

Today

0.0%most shared, HTUS and JEPI

HTUSJEPI

HTUS—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+17.2%HTUS, at 12.7% volatility

JEPIWorst drop−6.7%8.1% vol

HTUSWorst drop−8.7%12.7% vol

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

Paid More vs Made More

YTD

HTUSJEPI

+15.1%Year to date+8.8%

10.3%Yield7.8%

+17.2%Past year+11.9%

0.96%Fee0.35%

3–1HTUS 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%

$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