Compare · 2 funds side by side · dividends reinvested

JSML and JEPI

JSMLJanus Henderson×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

JSML and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.30%+20.6%+20.0%+24.0%+7.0%−14.8%22.0%$377M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.5

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: JSML 2016 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,635

JEPI

JSML

Janus Henderson Small Cap Growth Alpha ETF · $377M$14,020

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

JEPIMeasureJSML

+8.8%Year to dateJan 1 → Nov 4+20.6%

+11.9%1 yearTotal return+20.0%

+12.6%3 years · per year$10,000 became $14,269 · $19,052+24.0%

+7.9%5 years · per year$10,000 became $14,635 · $14,020+7.0%

0.35%Expense ratio$35 · $30 a year on $10k · lower is better0.30%

7.83%Trailing 12-mo yield$783 · $30 a year on $10k0.30%

−6.7%Worst dropSmaller is better−14.8%

8.1%VolatilityLower is calmer22.0%

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

4–4Level

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 JSML: Top 5 Holdings

Today

JEPI

9.5%in top 5

JSML

in top 510.0%

JEPIStockJSML

not top 5RHP2.2%

not top 5CVLT2.0%

not top 5OPCH2.0%

2.0%MAnot top 5

not top 5CON2.0%

1.9%MSFTnot top 5

1.9%Vnot top 5

1.9%AAPLnot top 5

not top 5ZWS1.8%

1.8%NEEnot top 5

Held in common0.0%

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

JEPI vs JSML Returns, Every Period

J.P. MorganJEPI

+7.9%

5 years, per year

JSMLJanus Henderson

+7.0%

5 years, per year

JEPIJSMLFaded: behind in that period

1–3JSML wins

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

Income vs Stocks: JEPI vs JSML

YTD

J.P. MorganJEPI

+8.8%

JSMLJanus Henderson

+20.6%

+8.8%Year to date+20.6%

−6.7%Worst drop · 1Y−14.8%

8.1%Volatility · 1Y22.0%

7.8%Yield0.3%

$46.1BAssets$377M

3–1JEPI wins

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

Cost, Income and Risk

Fees: JSML, JEPI

Today

0.30%lowest, JSML

FundExpense ratioFee$10k

JSML0.30%$30

JEPI0.35%$35

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

Yields: JSML, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

JSML0.30%$30

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

JSML$30 − $30 = $0

KeptFee

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

Overlap: JSML, JEPI

Today

0.0%most shared, JSML and JEPI

JSMLJEPI

JSML—0.0%

JEPI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.0%JSML, at 22.0% volatility

JEPIWorst drop−6.7%8.1% vol

JSMLWorst drop−14.8%22.0% vol

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

Paid More vs Made More

YTD

JEPIJSML

+8.8%Year to date+20.6%

7.8%Yield0.3%

+11.9%Past year+20.0%

0.35%Fee0.30%

3–1JSML 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%

$42.1BAssets$46.1B

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%

$123BAssets$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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026