Compare · 2 funds side by side · dividends reinvested

LCAP and JEPI

LCAPPrincipal×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

LCAP and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.4

Principal Capital Appreciation Select ETFUnsorted0.29%0.10%+9.7%+9.2%[…][…]−9.3%14.1%$1.8B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: LCAP 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Principal Capital Appreciation Select ETF · $1.8B[…]

LCAP

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested · they hold 29.1% in common

LCAPMeasureJEPI

+9.7%Year to dateJan 1 → Nov 6+5.3%

+9.2%1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.29%Expense ratio$29 · $35 a year on $10k · lower is better0.35%

0.10%Trailing 12-mo yield$10 · $809 a year on $10k8.09%

−9.3%Worst dropSmaller is better−6.7%

14.1%VolatilityLower is calmer8.8%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LCAP vs JEPI: Top 5 Holdings

Today

LCAP

28.3%in top 5

JEPI

in top 59.9%

LCAPStockJEPI

7.4%AAPL2.0%

6.5%NVDAnot top 5

6.3%MSFT2.0%

4.1%GOOGLnot top 5

4.1%AMZNnot top 5

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common29.1%

End-of-day Nov 6, 2026 · share of each fund

LCAP vs JEPI Returns, Every Period

PrincipalLCAP

+9.2%

past year

JEPIJ.P. Morgan

+8.2%

past year

LCAPJEPIFaded: behind in that period

2–0LCAP wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: LCAP vs JEPI

YTD

PrincipalLCAP

+9.7%

JEPIJ.P. Morgan

+5.3%

+9.7%Year to date+5.3%

−9.3%Worst drop · 1Y−6.7%

14.1%Volatility · 1Y8.8%

0.1%Yield8.1%

$1.8BAssets$45.2B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LCAP, JEPI

Today

0.29%lowest, LCAP

FundExpense ratioFee$10k

LCAP0.29%$29

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LCAP, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

LCAP0.10%$10

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

LCAP$10 − $29 = −$19

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LCAP, JEPI

Today

29.1%most shared, LCAP and JEPI

LCAPJEPI

LCAP—29.1%

JEPI29.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.2%LCAP, at 14.1% volatility

JEPIWorst drop−6.7%8.8% vol

LCAPWorst drop−9.3%14.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPILCAP

+5.3%Year to date+9.7%

8.1%Yield0.1%

+8.2%Past year+9.2%

0.35%Fee0.29%

3–1LCAP wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026