Compare · 2 funds side by side · dividends reinvested

JEPI and VELL

JEPIJ.P. Morgan×VELLDefiance×

Versus in desk

02 / 03

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,510JEPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

JEPI and VELL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B1.0

Tidal Trust II - Defiance Daily Target 2X Long VELO ETFSingle-Stock Leverage1.31%0.00%[…][…][…][…][…][…]$595K2.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: JEPI 2020 · VELL 2026

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $46.8B$14,510

JEPI

VELL

Tidal Trust II - Defiance Daily Target 2X Long VELO ETF · $595K[…]

$10,000 five years ago, dividends reinvested

JEPIMeasureVELL

+8.3%

More Ways to See the Pairs

JEPI vs VELL: Top 5 Holdings

Today

JEPI

9.7%in top 5

VELL

in top 5[…]

JEPIStockVELL

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%MSFTnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Cost, Income and Risk

Fees: JEPI, VELL

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

VELL1.31%$131

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: JEPI, VELL

1Y

7.86%highest, JEPI

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

[…]

+10.1%1 yearTotal return[…]

+11.1%3 years · per year$10,000 became $13,724 · […][…]

+7.7%5 years · per year$10,000 became $14,510 · […][…]

0.35%Expense ratio$35 · $131 a year on $10k · lower is better1.31%

7.86%Trailing 12-mo yield$786 · $0 a year on $10k0.00%

−6.7%Worst dropSmaller is better[…]

9.0%VolatilityLower is calmer[…]

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

2–0JEPI wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

JEPI vs VELL Returns, Every Period

1Y

J.P. MorganJEPI

+10.1%

past year

VELLDefiance

[…]

past year

Returns […]

JEPIVELLFaded: behind in that period

0–0Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Single-Stock Leverage: JEPI vs VELL

YTD

J.P. MorganJEPI

+8.3%

VELLDefiance

[…]

+8.3%Year to date[…]

−6.7%Worst drop · 1Y[…]

9.0%Volatility · 1Y[…]

7.9%Yield0.0%

$46.8BAssets$595K

1–0JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPI7.86%$786

VELL0.00%$0

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

VELL$0 − $131 = −$131

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPI, VELL

Today

[…]holdings […]

JEPIVELL

JEPI—[…]

VELL[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+10.1%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

VELLWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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JEPI and VELL

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two