Compare · 2 funds side by side · dividends reinvested

INCE and JEPI

INCEFranklin Templeton×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,850INCE · best of the two

02 / 04

INCE and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Franklin Income Equity Focus ETFIncome · Dividend stocks0.29%4.94%+18.6%+24.2%+19.7%+11.0%−5.0%8.1%$367M1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.8

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: INCE 2016 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Income Equity Focus ETF · $367M$16,850

INCE

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 14.5% in common

INCEMeasureJEPI

+18.6%Year to dateJan 1 → Nov 4+8.8%

+24.2%1 yearTotal return+11.9%

+19.7%3 years · per year$10,000 became $17,167 · $14,269+12.6%

+11.0%5 years · per year$10,000 became $16,850 · $14,635+7.9%

0.29%Expense ratio$29 · $35 a year on $10k · lower is better0.35%

4.94%Trailing 12-mo yield$494 · $783 a year on $10k7.83%

−5.0%Worst dropSmaller is better−6.7%

8.1%VolatilityLower is calmer8.1%

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

6–1INCE wins

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

More Ways to See the Pairs

INCE vs JEPI: Top 5 Holdings

Today

INCE

14.5%in top 5

JEPI

in top 59.5%

INCEStockJEPI

3.7%CVXnot top 5

2.9%VZnot top 5

2.8%PGnot top 5

2.7%LMTnot top 5

2.5%PEPnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common14.5%

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

INCE vs JEPI Returns, Every Period

Franklin TempletonINCE

+11.0%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

INCEJEPIFaded: behind in that period

4–0INCE wins

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

INCE vs JEPI

YTD

Franklin TempletonINCE

+18.6%

JEPIJ.P. Morgan

+8.8%

+18.6%Year to date+8.8%

−5.0%Worst drop · 1Y−6.7%

8.1%Volatility · 1Y8.1%

4.9%Yield7.8%

$367MAssets$46.0B

2–1INCE wins

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

Cost, Income and Risk

Fees: INCE, JEPI

Today

0.29%lowest, INCE

FundExpense ratioFee$10k

INCE0.29%$29

JEPI0.35%$35

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

Yields: INCE, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

INCE4.94%$494

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

INCE$494 − $29 = $465

KeptFee

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

Overlap: INCE, JEPI

Today

14.5%most shared, INCE and JEPI

INCEJEPI

INCE—14.5%

JEPI14.5%—

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

Return vs Bumpiness: 2 ETFs

+24.2%INCE, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

INCEWorst drop−5.0%8.1% vol

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

Paid More vs Made More

YTD

JEPIINCE

+8.8%Year to date+18.6%

7.8%Yield4.9%

+11.9%Past year+24.2%

0.35%Fee0.29%

3–1INCE 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