Compare · 2 funds side by side · dividends reinvested

LST and JEPI

LSTLeuthold×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,322JEPI · best of the two

02 / 04

LST and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.3

Leuthold Select Industries ETFUnsorted0.65%1.13%+18.3%+21.9%[…][…]−10.8%15.1%$216M1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: LST 2000 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Leuthold Select Industries ETF · $216M[…]

LST

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested · they hold 17.8% in common

LSTMeasureJEPI

+18.3%Year to dateJan 1 → Nov 3+7.0%

+21.9%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $14,201+12.4%

[…]5 years · per year$10,000 became […] · $14,322+7.4%

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

1.13%Trailing 12-mo yield$113 · $796 a year on $10k7.96%

−10.8%Worst dropSmaller is better−6.7%

15.1%VolatilityLower is calmer7.9%

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

2–4JEPI wins

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

More Ways to See the Pairs

LST vs JEPI: Top 5 Holdings

Today

LST

9.6%in top 5

JEPI

in top 59.5%

LSTStockJEPI

2.0%CAHnot top 5

2.0%MCKnot top 5

not top 5MA2.0%

2.0%MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

1.8%DELLnot top 5

not top 5NEE1.8%

1.7%GOOGLnot top 5

Held in common17.8%

End-of-day Nov 3, 2026 · share of each fund

LST vs JEPI Returns, Every Period

LeutholdLST

+21.9%

past year

JEPIJ.P. Morgan

+9.8%

past year

LSTJEPIFaded: behind in that period

2–0LST wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: LST vs JEPI

YTD

LeutholdLST

+18.3%

JEPIJ.P. Morgan

+7.0%

+18.3%Year to date+7.0%

−10.8%Worst drop · 1Y−6.7%

15.1%Volatility · 1Y7.9%

1.1%Yield8.0%

$216MAssets$46.0B

3–1JEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LST, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

LST0.65%$65

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: LST, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

LST1.13%$113

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

LST$113 − $65 = $48

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: LST, JEPI

Today

17.8%most shared, LST and JEPI

LSTJEPI

LST—17.8%

JEPI17.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.9%LST, at 15.1% volatility

JEPIWorst drop−6.7%7.9% vol

LSTWorst drop−10.8%15.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPILST

+7.0%Year to date+18.3%

8.0%Yield1.1%

+9.8%Past year+21.9%

0.35%Fee0.65%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026