Compare · 2 funds side by side · dividends reinvested

JEPI and YRAM

JEPIJ.P. Morgan×YRAMYieldMax×

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 / 03

JEPI and YRAM, 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

YieldMax Memory and Storage Portfolio Option Income ETFIncome · Premium income1.01%7.64%[…][…][…][…][…][…]$6M2.0

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 · YRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPI

YRAM

YieldMax Memory and Storage Portfolio Option Income ETF · $6M[…]

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

JEPIMeasureYRAM

+8.8%Year to dateJan 1 → Nov 4[…]

+11.9%1 yearTotal return[…]

+12.6%3 years · per year$10,000 became $14,269 · […][…]

+7.9%5 years · per year$10,000 became $14,635 · […][…]

0.35%Expense ratio$35 · $101 a year on $10k · lower is better1.01%

7.83%Trailing 12-mo yield$783 · $764 a year on $10k7.64%

−6.7%Worst dropSmaller is better[…]

8.1%VolatilityLower is calmer[…]

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

2–0JEPI 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 YRAM: Top 5 Holdings

Today

JEPI

9.5%in top 5

YRAM

in top 535.5%

JEPIStockYRAM

not top 5MU15.9%

not top 5WDC5.4%

not top 5STX5.1%

not top 5SNDK5.1%

not top 5P4.0%

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 common1.4%

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

JEPI vs YRAM Returns, Every Period

J.P. MorganJEPI

+11.9%

past year

YRAMYieldMax

[…]

past year

Returns […]

JEPIYRAMFaded: behind in that period

0–0Level

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

JEPI vs YRAM

YTD

J.P. MorganJEPI

+8.8%

YRAMYieldMax

[…]

+8.8%Year to date[…]

−6.7%Worst drop · 1Y[…]

8.1%Volatility · 1Y[…]

7.8%Yield7.6%

$46.0BAssets$6.2M

1–0JEPI wins

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

Cost, Income and Risk

Fees: JEPI, YRAM

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

YRAM1.01%$101

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

Yields: JEPI, YRAM

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

YRAM7.64%$764

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

YRAM$764 − $101 = $663

KeptFee

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

Overlap: JEPI, YRAM

Today

1.4%most shared, JEPI and YRAM

JEPIYRAM

JEPI—1.4%

YRAM1.4%—

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

YRAMWorst drop[…][…]

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

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