Compare · 2 funds side by side · dividends reinvested

LGDX and JEPI

LGDXIntech ETFs×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

LGDX 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%$46.8B1.1

Intech S&P Large Cap Diversified Alpha ETFUS Stock Styles · Large cap0.25%0.49%+4.9%+6.4%[…][…]−9.0%14.3%$136M1.8

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: LGDX 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Intech S&P Large Cap Diversified Alpha ETF · $136M[…]

LGDX

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 34.1% in common

LGDXMeasureJEPI

+4.9%Year to dateJan 1 → Nov 6+5.3%

+6.4%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%

0.25%Expense ratio$25 · $35 a year on $10k · lower is better0.35%

0.49%Trailing 12-mo yield$49 · $809 a year on $10k8.09%

−9.0%Worst dropSmaller is better−6.7%

14.3%VolatilityLower is calmer8.8%

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

1–5JEPI wins

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

More Ways to See the Pairs

LGDX vs JEPI: Top 5 Holdings

Today

LGDX

25.3%in top 5

JEPI

in top 59.9%

LGDXStockJEPI

7.9%NVDAnot top 5

5.9%AAPL2.0%

4.8%MSFT2.0%

3.6%GOOGLnot top 5

3.0%AMZNnot top 5

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common34.1%

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

LGDX vs JEPI Returns, Every Period

Intech ETFsLGDX

+6.4%

past year

JEPIJ.P. Morgan

+8.2%

past year

LGDXJEPIFaded: behind in that period

0–2JEPI wins

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

Stocks vs Income: LGDX vs JEPI

YTD

Intech ETFsLGDX

+4.9%

JEPIJ.P. Morgan

+5.3%

+4.9%Year to date+5.3%

−9.0%Worst drop · 1Y−6.7%

14.3%Volatility · 1Y8.8%

0.5%Yield8.1%

$136MAssets$46.8B

4–0JEPI wins

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

Cost, Income and Risk

Fees: LGDX, JEPI

Today

0.25%lowest, LGDX

FundExpense ratioFee$10k

LGDX0.25%$25

JEPI0.35%$35

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

Yields: LGDX, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

LGDX0.49%$49

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

LGDX$49 − $25 = $24

KeptFee

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

Overlap: LGDX, JEPI

Today

34.1%most shared, LGDX and JEPI

LGDXJEPI

LGDX—34.1%

JEPI34.1%—

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

Return vs Bumpiness: 2 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

LGDXWorst drop−9.0%14.3% vol

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

Paid More vs Made More

YTD

JEPILGDX

+5.3%Year to date+4.9%

8.1%Yield0.5%

+8.2%Past year+6.4%

0.35%Fee0.25%

3–1JEPI 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026