Compare · 2 funds side by side · dividends reinvested

IPAY and JEPI

IPAYAmplify×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,448JEPI · best of the two

02 / 04

IPAY and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.1

Amplify Digital Payments ETFUnsorted0.75%0.81%−2.3%−2.7%+11.4%−4.7%−22.6%24.9%$152M1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: IPAY 2015 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Amplify Digital Payments ETF · $152M$7,868

IPAY

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 5.3% in common

IPAYMeasureJEPI

−2.3%Year to dateJan 1 → Nov 9+7.5%

−2.7%1 yearTotal return+10.9%

+11.4%3 years · per year$10,000 became $13,832 · $13,679+11.0%

−4.7%5 years · per year$10,000 became $7,868 · $14,448+7.6%

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

0.81%Trailing 12-mo yield$81 · $793 a year on $10k7.93%

−22.6%Worst dropSmaller is better−6.7%

24.9%VolatilityLower is calmer9.0%

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

1–7JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IPAY vs JEPI: Top 5 Holdings

Today

IPAY

31.6%in top 5

JEPI

in top 59.9%

IPAYStockJEPI

7.0%V1.9%

7.0%MA2.0%

5.9%PYPLnot top 5

5.9%AXPnot top 5

5.7%COFnot top 5

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

Held in common5.3%

End-of-day Nov 9, 2026 · share of each fund

IPAY vs JEPI Returns, Every Period

AmplifyIPAY

−4.7%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

IPAYJEPIFaded: behind in that period

1–3JEPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: IPAY vs JEPI

YTD

AmplifyIPAY

−2.3%

JEPIJ.P. Morgan

+7.5%

−2.3%Year to date+7.5%

−22.6%Worst drop · 1Y−6.7%

24.9%Volatility · 1Y9.0%

0.8%Yield7.9%

$152MAssets$45.2B

4–0JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IPAY, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

IPAY0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IPAY, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

IPAY0.81%$81

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

IPAY$81 − $75 = $6

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IPAY, JEPI

Today

5.3%most shared, IPAY and JEPI

IPAYJEPI

IPAY—5.3%

JEPI5.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.9%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

IPAYWorst drop−22.6%24.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIPAY

+7.5%Year to date−2.3%

7.9%Yield0.8%

+10.9%Past year−2.7%

0.35%Fee0.75%

4–0JEPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026