Compare · 2 funds side by side · dividends reinvested

JEPI and NETL

JEPIJ.P. Morgan×NETLNETL×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

JEPI and NETL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.0

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.13%+7.8%+7.5%+11.4%−0.1%−16.7%14.9%$47M2.0

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: JEPI 2020 · NETL 2019

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPI

NETL

Colterpoint Net Lease Real Estate ETF · $47M$9,951

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

JEPIMeasureNETL

+8.8%Year to dateJan 1 → Nov 4+7.8%

+11.9%1 yearTotal return+7.5%

+12.6%3 years · per year$10,000 became $14,269 · $13,839+11.4%

+7.9%5 years · per year$10,000 became $14,635 · $9,951−0.1%

0.35%Expense ratio$35 · $60 a year on $10k · lower is better0.60%

7.83%Trailing 12-mo yield$783 · $513 a year on $10k5.13%

−6.7%Worst dropSmaller is better−16.7%

8.1%VolatilityLower is calmer14.9%

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

8–0JEPI wins

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

More Ways to See the Pairs

JEPI vs NETL: Top 5 Holdings

Today

JEPI

9.5%in top 5

NETL

in top 542.1%

JEPIStockNETL

not top 5ADC8.6%

not top 5VICI8.6%

not top 5O8.4%

not top 5WPC8.3%

not top 5NNN8.3%

2.0%MAnot top 5

1.9%MSFTnot top 5

1.9%Vnot top 5

1.9%AAPLnot top 5

1.8%NEEnot top 5

Held in common0.0%

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

JEPI vs NETL Returns, Every Period

J.P. MorganJEPI

+7.9%

5 years, per year

NETLNETL

−0.1%

5 years, per year

JEPINETLFaded: behind in that period

4–0JEPI wins

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

Income vs Sector: JEPI vs NETL

YTD

J.P. MorganJEPI

+8.8%

NETLNETL

+7.8%

+8.8%Year to date+7.8%

−6.7%Worst drop · 1Y−16.7%

8.1%Volatility · 1Y14.9%

7.8%Yield5.1%

$46.0BAssets$47.3M

4–0JEPI wins

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

Cost, Income and Risk

Fees: JEPI, NETL

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

NETL0.60%$60

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

Yields: JEPI, NETL

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

NETL5.13%$513

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

NETL$513 − $60 = $453

KeptFee

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

Overlap: JEPI, NETL

Today

0.0%most shared, JEPI and NETL

JEPINETL

JEPI—0.0%

NETL0.0%—

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

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

NETLWorst drop−16.7%14.9% vol

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

Paid More vs Made More

YTD

JEPINETL

+8.8%Year to date+7.8%

7.8%Yield5.1%

+11.9%Past year+7.5%

0.35%Fee0.60%

4–0JEPI 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