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

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

NETL

JEPI

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

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

NETLMeasureJEPI

+7.8%Year to dateJan 1 → Nov 4+8.8%

+7.5%1 yearTotal return+11.9%

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

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

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

5.13%Trailing 12-mo yield$513 · $783 a year on $10k7.83%

−16.7%Worst dropSmaller is better−6.7%

14.9%VolatilityLower is calmer8.1%

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

0–8JEPI wins

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

More Ways to See the Pairs

NETL vs JEPI: Top 5 Holdings

Today

NETL

42.1%in top 5

JEPI

in top 59.5%

NETLStockJEPI

8.6%ADCnot top 5

8.6%VICInot top 5

8.4%Onot top 5

8.3%WPCnot top 5

8.3%NNNnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common0.0%

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

NETL vs JEPI Returns, Every Period

NETLNETL

−0.1%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

NETLJEPIFaded: behind in that period

0–4JEPI wins

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

Sector vs Income: NETL vs JEPI

YTD

NETLNETL

+7.8%

JEPIJ.P. Morgan

+8.8%

+7.8%Year to date+8.8%

−16.7%Worst drop · 1Y−6.7%

14.9%Volatility · 1Y8.1%

5.1%Yield7.8%

$47.3MAssets$46.0B

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