Compare · 2 funds side by side · dividends reinvested

MFSB and JEPI

MFSBMFS×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

MFSB and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.4

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFBonds & Cash · Core aggregate0.34%4.72%+0.2%+0.9%[…][…]−4.1%3.9%$806M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: MFSB 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF · $806M[…]

MFSB

JEPI

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

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

MFSBMeasureJEPI

+0.2%Year to dateJan 1 → Nov 4+8.8%

+0.9%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.34%Expense ratio$34 · $35 a year on $10k · lower is better0.35%

4.72%Trailing 12-mo yield$472 · $783 a year on $10k7.83%

−4.1%Worst dropSmaller is better−6.7%

3.9%VolatilityLower is calmer8.1%

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

3–3Level

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

More Ways to See the Pairs

MFSB vs JEPI: Top 5 Holdings

Today

MFSB

0.4%in top 5

JEPI

in top 59.5%

MFSBStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

0.4%TRGPnot top 5

Held in common0.0%

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

MFSB vs JEPI Returns, Every Period

MFSMFSB

+0.9%

past year

JEPIJ.P. Morgan

+11.9%

past year

MFSBJEPIFaded: behind in that period

0–2JEPI wins

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

Bonds vs Income: MFSB vs JEPI

YTD

MFSMFSB

+0.2%

JEPIJ.P. Morgan

+8.8%

+0.2%Year to date+8.8%

−4.1%Worst drop · 1Y−6.7%

3.9%Volatility · 1Y8.1%

4.7%Yield7.8%

$806MAssets$46.0B

2–2level

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

Cost, Income and Risk

Fees: MFSB, JEPI

Today

0.34%lowest, MFSB

FundExpense ratioFee$10k

MFSB0.34%$34

JEPI0.35%$35

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

Yields: MFSB, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

MFSB4.72%$472

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

MFSB$472 − $34 = $438

KeptFee

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

Overlap: MFSB, JEPI

Today

0.0%most shared, MFSB and JEPI

MFSBJEPI

MFSB—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

MFSBWorst drop−4.1%3.9% vol

JEPIWorst drop−6.7%8.1% vol

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

Paid More vs Made More

YTD

JEPIMFSB

+8.8%Year to date+0.2%

7.8%Yield4.7%

+11.9%Past year+0.9%

0.35%Fee0.34%

3–1JEPI wins

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