Compare · 2 funds side by side · dividends reinvested

JEPI and JSML

JEPIJ.P. Morgan×JSMLJanus Henderson×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 04

JEPI and JSML, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.5

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.32%+15.1%+15.9%+21.7%+5.5%−14.8%22.5%$377M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: JEPI 2020 · JSML 2016

Head to Head

Swap sides Versus in desk

Head to Head

Janus Henderson Small Cap Growth Alpha ETF · $377M$13,078

JSML

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

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

JSMLMeasureJEPI

+15.1%Year to dateJan 1 → Nov 5+5.2%

+15.9%1 yearTotal return+8.3%

+21.7%3 years · per year$10,000 became $18,027 · $13,674+11.0%

+5.5%5 years · per year$10,000 became $13,078 · $14,108+7.1%

0.30%Expense ratio$30 · $35 a year on $10k · lower is better0.35%

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

−14.8%Worst dropSmaller is better−6.7%

22.5%VolatilityLower is calmer8.8%

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

4–4Level

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

More Ways to See the Pairs

JSML vs JEPI: Top 5 Holdings

Today

JSML

10.1%in top 5

JEPI

in top 59.9%

JSMLStockJEPI

2.2%RHPnot top 5

2.1%CONnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

2.0%CVLTnot top 5

2.0%OPCHnot top 5

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

1.9%ZWSnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

JSML vs JEPI Returns, Every Period

Janus HendersonJSML

+5.5%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

JSMLJEPIFaded: behind in that period

3–1JSML wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: JSML vs JEPI

YTD

Janus HendersonJSML

+15.1%

JEPIJ.P. Morgan

+5.2%

+15.1%Year to date+5.2%

−14.8%Worst drop · 1Y−6.7%

22.5%Volatility · 1Y8.8%

0.3%Yield8.1%

$377MAssets$46.1B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, JSML

Today

0.30%lowest, JSML

FundExpense ratioFee$10k

JSML0.30%$30

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPI, JSML

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

JSML0.32%$32

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

JSML$32 − $30 = $2

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPI, JSML

Today

0.0%most shared, JEPI and JSML

JEPIJSML

JEPI—0.0%

JSML0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.9%JSML, at 22.5% volatility

JEPIWorst drop−6.7%8.8% vol

JSMLWorst drop−14.8%22.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIJSML

+5.2%Year to date+15.1%

8.1%Yield0.3%

+8.3%Past year+15.9%

0.35%Fee0.30%

3–1JSML wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026