Compare · 2 funds side by side · dividends reinvested

LIAU and JEPI

LIAUStone Ridge×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 04

LIAU and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.3

Stone Ridge Trust - LifeX 2060 Inflation-Protected Longevity Income ETFBonds & Cash · Treasuries0.25%4.24%−2.6%−4.4%[…][…]−10.2%7.5%$2M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: LIAU 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Stone Ridge Trust - LifeX 2060 Inflation-Protected Longevity Income ETF · $2M[…]

LIAU

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested

LIAUMeasureJEPI

−2.6%Year to dateJan 1 → Nov 5+5.2%

−4.4%1 yearTotal return+8.3%

[…]3 years · per year$10,000 became […] · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

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

4.24%Trailing 12-mo yield$424 · $809 a year on $10k8.09%

−10.2%Worst dropSmaller is better−6.7%

7.5%VolatilityLower is calmer8.8%

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

2–4JEPI wins

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

More Ways to See the Pairs

LIAU vs JEPI: Top 5 Holdings

Today

LIAU

[…]in top 5

JEPI

in top 59.9%

LIAUStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

LIAU vs JEPI Returns, Every Period

Stone RidgeLIAU

−4.4%

past year

JEPIJ.P. Morgan

+8.3%

past year

LIAUJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Income: LIAU vs JEPI

YTD

Stone RidgeLIAU

−2.6%

JEPIJ.P. Morgan

+5.2%

−2.6%Year to date+5.2%

−10.2%Worst drop · 1Y−6.7%

7.5%Volatility · 1Y8.8%

4.2%Yield8.1%

$1.9MAssets$46.1B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LIAU, JEPI

Today

0.25%lowest, LIAU

FundExpense ratioFee$10k

LIAU0.25%$25

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LIAU, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

LIAU4.24%$424

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

LIAU$424 − $25 = $399

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LIAU, JEPI

Today

[…]holdings […]

LIAUJEPI

LIAU—[…]

JEPI[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.3%JEPI, at 8.8% volatility

LIAUWorst drop−10.2%7.5% vol

JEPIWorst drop−6.7%8.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPILIAU

+5.2%Year to date−2.6%

8.1%Yield4.2%

+8.3%Past year−4.4%

0.35%Fee0.25%

3–1JEPI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026