Compare · 2 funds side by side · dividends reinvested

IMF and JEPI

IMFInvesco×JEPIJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,545JEPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the two · RiskSmallest drop

IMF and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B1.4

Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Managed Futures Strategy ETFUnsorted0.80%0.88%+14.2%+19.0%[…][…]−4.6%10.6%$306M1.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: IMF 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Managed Futures Strategy ETF · $306M[…]

IMF

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,545

$10,000 five years ago, dividends reinvested

IMFMeasureJEPI

+14.2%

More Ways to See the Pairs

IMF vs JEPI: Top 5 Holdings

Today

IMF

[…]in top 5

JEPI

in top 59.8%

IMFStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: IMF, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

IMF0.80%$80

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: IMF, JEPI

1Y

7.84%highest, JEPI

FundTrailing yieldYield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+8.6%

+19.0%1 yearTotal return+11.2%

[…]3 years · per year$10,000 became […] · $13,729+11.1%

[…]5 years · per year$10,000 became […] · $14,545+7.8%

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

0.88%Trailing 12-mo yield$88 · $784 a year on $10k7.84%

−4.6%Worst dropSmaller is better−6.7%

10.6%VolatilityLower is calmer9.0%

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

3–3Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

IMF vs JEPI Returns, Every Period

1Y

InvescoIMF

+19.0%

past year

JEPIJ.P. Morgan

+11.2%

past year

IMFJEPIFaded: behind in that period

2–0IMF wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: IMF vs JEPI

YTD

InvescoIMF

+14.2%

JEPIJ.P. Morgan

+8.6%

+14.2%Year to date+8.6%

−4.6%Worst drop · 1Y−6.7%

10.6%Volatility · 1Y9.0%

0.9%Yield7.8%

$306MAssets$46.6B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

JEPI7.84%$784

IMF0.88%$88

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

IMF$88 − $80 = $8

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IMF, JEPI

Today

[…]holdings […]

IMFJEPI

IMF—[…]

JEPI[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+19.0%IMF, at 10.6% volatility

JEPIWorst drop−6.7%9.0% vol

IMFWorst drop−4.6%10.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIMF

+8.6%Year to date+14.2%

7.8%Yield0.9%

+11.2%Past year+19.0%

0.35%Fee0.80%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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IMF and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two