Compare · 2 funds side by side · dividends reinvested

LSAF and JEPI

LSAFLeader Shares×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,041LSAF · best of the two

02 / 04

LSAF and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

LeaderSharesTM AlphaFactor US Core Equity ETFUS Stock Styles · Large cap0.75%0.53%+29.9%+33.9%+25.3%+12.5%−6.6%14.3%$133M1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: LSAF 2018 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

LeaderSharesTM AlphaFactor US Core Equity ETF · $133M$18,041

LSAF

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

LSAFMeasureJEPI

+29.9%Year to dateJan 1 → Nov 4+8.8%

+33.9%1 yearTotal return+11.9%

+25.3%3 years · per year$10,000 became $19,671 · $14,269+12.6%

+12.5%5 years · per year$10,000 became $18,041 · $14,635+7.9%

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

0.53%Trailing 12-mo yield$53 · $783 a year on $10k7.83%

−6.6%Worst dropSmaller is better−6.7%

14.3%VolatilityLower is calmer8.1%

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

5–3LSAF wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LSAF vs JEPI: Top 5 Holdings

Today

LSAF

5.9%in top 5

JEPI

in top 59.5%

LSAFStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

1.2%CARTnot top 5

1.2%REGNnot top 5

1.2%CROXnot top 5

1.1%ETSYnot top 5

1.1%Rnot top 5

Held in common7.6%

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

LSAF vs JEPI Returns, Every Period

Leader SharesLSAF

+12.5%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

LSAFJEPIFaded: behind in that period

4–0LSAF wins

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

Stocks vs Income: LSAF vs JEPI

YTD

Leader SharesLSAF

+29.9%

JEPIJ.P. Morgan

+8.8%

+29.9%Year to date+8.8%

−6.6%Worst drop · 1Y−6.7%

14.3%Volatility · 1Y8.1%

0.5%Yield7.8%

$133MAssets$46.0B

2–2level

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

Cost, Income and Risk

Fees: LSAF, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

LSAF0.75%$75

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

Yields: LSAF, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

LSAF0.53%$53

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

LSAF$53 − $75 = −$22

KeptFee

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

Overlap: LSAF, JEPI

Today

7.6%most shared, LSAF and JEPI

LSAFJEPI

LSAF—7.6%

JEPI7.6%—

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

Return vs Bumpiness: 2 ETFs

+33.9%LSAF, at 14.3% volatility

JEPIWorst drop−6.7%8.1% vol

LSAFWorst drop−6.6%14.3% vol

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

Paid More vs Made More

YTD

JEPILSAF

+8.8%Year to date+29.9%

7.8%Yield0.5%

+11.9%Past year+33.9%

0.35%Fee0.75%

2–2level

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%

$41.8BAssets$46.0B

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%

$121BAssets$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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026