Compare · 2 funds side by side · dividends reinvested

JHSC and JEPI

JHSCJohn Hancock×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,322JEPI · best of the two

02 / 04

JHSC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.4

John Hancock Investments - Multifactor Small Cap ETFUS Stock Styles · Small cap0.42%1.02%+14.1%+16.1%+18.2%+6.8%−9.6%14.7%$703M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: JHSC 2017 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

John Hancock Investments - Multifactor Small Cap ETF · $703M$13,873

JHSC

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

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

JHSCMeasureJEPI

+14.1%Year to dateJan 1 → Nov 3+7.0%

+16.1%1 yearTotal return+9.8%

+18.2%3 years · per year$10,000 became $16,526 · $14,201+12.4%

+6.8%5 years · per year$10,000 became $13,873 · $14,322+7.4%

0.42%Expense ratio$42 · $35 a year on $10k · lower is better0.35%

1.02%Trailing 12-mo yield$102 · $796 a year on $10k7.96%

−9.6%Worst dropSmaller is better−6.7%

14.7%VolatilityLower is calmer7.9%

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

3–5JEPI wins

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

More Ways to See the Pairs

JHSC vs JEPI: Top 5 Holdings

Today

JHSC

2.4%in top 5

JEPI

in top 59.5%

JHSCStockJEPI

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

0.6%Rnot top 5

0.5%SMnot top 5

0.5%JXNnot top 5

0.5%VOYAnot top 5

0.5%ETSYnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

JHSC vs JEPI Returns, Every Period

John HancockJHSC

+6.8%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

JHSCJEPIFaded: behind in that period

3–1JHSC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: JHSC vs JEPI

YTD

John HancockJHSC

+14.1%

JEPIJ.P. Morgan

+7.0%

+14.1%Year to date+7.0%

−9.6%Worst drop · 1Y−6.7%

14.7%Volatility · 1Y7.9%

1.0%Yield8.0%

$703MAssets$46.0B

3–1JEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JHSC, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

JHSC0.42%$42

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JHSC, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

JHSC1.02%$102

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

JHSC$102 − $42 = $60

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JHSC, JEPI

Today

0.0%most shared, JHSC and JEPI

JHSCJEPI

JHSC—0.0%

JEPI0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.1%JHSC, at 14.7% volatility

JEPIWorst drop−6.7%7.9% vol

JHSCWorst drop−9.6%14.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIJHSC

+7.0%Year to date+14.1%

8.0%Yield1.0%

+9.8%Past year+16.1%

0.35%Fee0.42%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026