Compare · 2 funds side by side · dividends reinvested

INFO and JEPI

INFOHarbor×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

INFO and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.3

Harbor PanAgora Dynamic Large Cap Core ETFUS Stock Styles · Large cap0.35%0.32%+9.5%+10.3%[…][…]−9.2%14.1%$913M1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: INFO 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Harbor PanAgora Dynamic Large Cap Core ETF · $913M[…]

INFO

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 33.4% in common

INFOMeasureJEPI

+9.5%Year to dateJan 1 → Nov 6+5.3%

+10.3%1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.35%Expense ratio$35 · $35 a year on $10k · lower is better0.35%

0.32%Trailing 12-mo yield$32 · $809 a year on $10k8.09%

−9.2%Worst dropSmaller is better−6.7%

14.1%VolatilityLower is calmer8.8%

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

2–3JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

INFO vs JEPI: Top 5 Holdings

Today

INFO

31.5%in top 5

JEPI

in top 59.9%

INFOStockJEPI

8.6%AAPL2.0%

7.6%NVDAnot top 5

6.5%MSFT2.0%

5.1%GOOGLnot top 5

3.7%AMZNnot top 5

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common33.4%

End-of-day Nov 6, 2026 · share of each fund

INFO vs JEPI Returns, Every Period

HarborINFO

+10.3%

past year

JEPIJ.P. Morgan

+8.2%

past year

INFOJEPIFaded: behind in that period

2–0INFO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: INFO vs JEPI

YTD

HarborINFO

+9.5%

JEPIJ.P. Morgan

+5.3%

+9.5%Year to date+5.3%

−9.2%Worst drop · 1Y−6.7%

14.1%Volatility · 1Y8.8%

0.3%Yield8.1%

$913MAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INFO, JEPI

Today

0.35%lowest, INFO

FundExpense ratioFee$10k

INFO0.35%$35

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: INFO, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

INFO0.32%$32

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

INFO$32 − $35 = −$3

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: INFO, JEPI

Today

33.4%most shared, INFO and JEPI

INFOJEPI

INFO—33.4%

JEPI33.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.3%INFO, at 14.1% volatility

JEPIWorst drop−6.7%8.8% vol

INFOWorst drop−9.2%14.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIINFO

+5.3%Year to date+9.5%

8.1%Yield0.3%

+8.2%Past year+10.3%

0.35%Fee0.35%

2–1INFO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026