Compare · 2 funds side by side · dividends reinvested

LSAT and JEPI

LSATLeader Shares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,304LSAT · best of the two

02 / 04

LSAT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

LeaderShares AlphaFactor Tactical Focused ETFUnsorted0.99%1.50%+26.3%+25.5%+16.7%+8.9%−7.5%13.7%$74M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

LeaderShares AlphaFactor Tactical Focused ETF · $74M$15,304

LSAT

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,108

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

LSATMeasureJEPI

+26.3%Year to dateJan 1 → Nov 5+5.2%

+25.5%1 yearTotal return+8.3%

+16.7%3 years · per year$10,000 became $15,909 · $13,674+11.0%

+8.9%5 years · per year$10,000 became $15,304 · $14,108+7.1%

0.99%Expense ratio$99 · $35 a year on $10k · lower is better0.35%

1.50%Trailing 12-mo yield$150 · $809 a year on $10k8.09%

−7.5%Worst dropSmaller is better−6.7%

13.7%VolatilityLower is calmer8.8%

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

4–4Level

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

More Ways to See the Pairs

LSAT vs JEPI: Top 5 Holdings

Today

LSAT

19.5%in top 5

JEPI

in top 59.9%

LSATStockJEPI

4.1%KMPRnot top 5

4.1%HOGnot top 5

3.8%CHDNnot top 5

3.8%MORNnot top 5

3.6%GDDYnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common0.0%

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

LSAT vs JEPI Returns, Every Period

Leader SharesLSAT

+8.9%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

LSATJEPIFaded: behind in that period

4–0LSAT wins

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

Unsorted vs Income: LSAT vs JEPI

YTD

Leader SharesLSAT

+26.3%

JEPIJ.P. Morgan

+5.2%

+26.3%Year to date+5.2%

−7.5%Worst drop · 1Y−6.7%

13.7%Volatility · 1Y8.8%

1.5%Yield8.1%

$73.7MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: LSAT, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

LSAT0.99%$99

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

Yields: LSAT, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

LSAT1.50%$150

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

LSAT$150 − $99 = $51

KeptFee

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

Overlap: LSAT, JEPI

Today

0.0%most shared, LSAT and JEPI

LSATJEPI

LSAT—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+25.5%LSAT, at 13.7% volatility

JEPIWorst drop−6.7%8.8% vol

LSATWorst drop−7.5%13.7% vol

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

Paid More vs Made More

YTD

JEPILSAT

+5.2%Year to date+26.3%

8.1%Yield1.5%

+8.3%Past year+25.5%

0.35%Fee0.99%

2–2level

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%

$42.6BAssets$46.8B

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%

$120BAssets$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$819B

2–0SPYM wins

End-of-day Nov 5, 2026