Compare · 2 funds side by side · dividends reinvested

JEPI and SECT

JEPIJ.P. Morgan×SECTMain Management×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,179SECT · best of the two

02 / 04

JEPI and SECT, 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%$46.8B1.4

Main Sector Rotation ETFUnsorted0.69%0.73%+5.4%+7.3%+18.9%+10.1%−10.7%15.8%$2.9B1.6

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 · SECT 2017

Head to Head

Swap sides Versus in desk

Head to Head

Main Sector Rotation ETF · $2.9B$16,179

SECT

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,108

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

SECTMeasureJEPI

+5.4%Year to dateJan 1 → Nov 5+5.2%

+7.3%1 yearTotal return+8.3%

+18.9%3 years · per year$10,000 became $16,790 · $13,674+11.0%

+10.1%5 years · per year$10,000 became $16,179 · $14,108+7.1%

0.69%Expense ratio$69 · $35 a year on $10k · lower is better0.35%

0.73%Trailing 12-mo yield$73 · $809 a year on $10k8.09%

−10.7%Worst dropSmaller is better−6.7%

15.8%VolatilityLower is calmer8.8%

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

3–5JEPI wins

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

More Ways to See the Pairs

SECT vs JEPI: Top 5 Holdings

Today

SECT

81.8%in top 5

JEPI

in top 59.9%

SECTStockJEPI

38.1%XLKnot top 5

17.5%XLFnot top 5

11.5%XLInot top 5

8.6%XLVnot top 5

6.0%QQQMnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common0.0%

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

SECT vs JEPI Returns, Every Period

Main ManagementSECT

+10.1%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

SECTJEPIFaded: behind in that period

3–1SECT wins

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

Unsorted vs Income: SECT vs JEPI

YTD

Main ManagementSECT

+5.4%

JEPIJ.P. Morgan

+5.2%

+5.4%Year to date+5.2%

−10.7%Worst drop · 1Y−6.7%

15.8%Volatility · 1Y8.8%

0.7%Yield8.1%

$2.9BAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, SECT

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SECT0.69%$69

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

Yields: JEPI, SECT

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SECT0.73%$73

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SECT$73 − $69 = $4

KeptFee

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

Overlap: JEPI, SECT

Today

0.0%most shared, JEPI and SECT

JEPISECT

JEPI—0.0%

SECT0.0%—

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

Return vs Bumpiness: 2 ETFs

+8.3%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

SECTWorst drop−10.7%15.8% vol

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

Paid More vs Made More

YTD

JEPISECT

+5.2%Year to date+5.4%

8.1%Yield0.7%

+8.3%Past year+7.3%

0.35%Fee0.69%

3–1JEPI 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%

$42.6BAssets$46.8B

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%

$120BAssets$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$819B

2–0SPYM wins

End-of-day Nov 5, 2026