Compare · 2 funds side by side · dividends reinvested

LRGC and JEPI

LRGCAlliance Bernstein×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,448JEPI · best of the two

02 / 04

LRGC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.4

AB US Large Cap Strategic Equities ETFUS Stock Styles · Large cap0.39%0.53%+9.5%+11.9%+20.6%[…]−10.0%13.2%$1.3B1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: LRGC 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

AB US Large Cap Strategic Equities ETF · $1.3B[…]

LRGC

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 26.9% in common

LRGCMeasureJEPI

+9.5%Year to dateJan 1 → Nov 9+7.5%

+11.9%1 yearTotal return+10.9%

+20.6%3 years · per year$10,000 became $17,525 · $13,679+11.0%

[…]5 years · per year$10,000 became […] · $14,448+7.6%

0.39%Expense ratio$39 · $35 a year on $10k · lower is better0.35%

0.53%Trailing 12-mo yield$53 · $793 a year on $10k7.93%

−10.0%Worst dropSmaller is better−6.7%

13.2%VolatilityLower is calmer9.0%

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

3–4JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LRGC vs JEPI: Top 5 Holdings

Today

LRGC

30.6%in top 5

JEPI

in top 59.9%

LRGCStockJEPI

7.1%MSFT2.0%

7.0%NVDAnot top 5

6.1%AAPL2.0%

5.3%GOOGnot top 5

5.0%AMZNnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common26.9%

End-of-day Nov 9, 2026 · share of each fund

LRGC vs JEPI Returns, Every Period

Alliance BernsteinLRGC

+11.9%

past year

JEPIJ.P. Morgan

+10.9%

past year

LRGCJEPIFaded: behind in that period

3–0LRGC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: LRGC vs JEPI

YTD

Alliance BernsteinLRGC

+9.5%

JEPIJ.P. Morgan

+7.5%

+9.5%Year to date+7.5%

−10.0%Worst drop · 1Y−6.7%

13.2%Volatility · 1Y9.0%

0.5%Yield7.9%

$1.3BAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LRGC, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

LRGC0.39%$39

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: LRGC, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

LRGC0.53%$53

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

LRGC$53 − $39 = $14

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: LRGC, JEPI

Today

26.9%most shared, LRGC and JEPI

LRGCJEPI

LRGC—26.9%

JEPI26.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%LRGC, at 13.2% volatility

JEPIWorst drop−6.7%9.0% vol

LRGCWorst drop−10.0%13.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPILRGC

+7.5%Year to date+9.5%

7.9%Yield0.5%

+10.9%Past year+11.9%

0.35%Fee0.39%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026