Compare · 2 funds side by side · dividends reinvested

MFSG and JEPI

MFSGMFS×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

MFSG 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%$45.2B1.0

MFS Active Exchange Traded Funds Trust - MFS Active Growth ETFUS Stock Styles · Growth0.49%0.07%+1.1%+1.8%[…][…]−14.4%19.3%$390M2.0

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: MFSG 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF · $390M[…]

MFSG

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 23.9% in common

MFSGMeasureJEPI

+1.1%Year to dateJan 1 → Nov 9+7.5%

+1.8%1 yearTotal return+10.9%

[…]3 years · per year$10,000 became […] · $13,679+11.0%

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

0.49%Expense ratio$49 · $35 a year on $10k · lower is better0.35%

0.07%Trailing 12-mo yield$7 · $793 a year on $10k7.93%

−14.4%Worst dropSmaller is better−6.7%

19.3%VolatilityLower is calmer9.0%

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

0–6JEPI wins

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

More Ways to See the Pairs

MFSG vs JEPI: Top 5 Holdings

Today

MFSG

41.9%in top 5

JEPI

in top 59.9%

MFSGStockJEPI

13.0%NVDAnot top 5

10.5%GOOGLnot top 5

7.6%MSFT2.0%

6.8%AAPL2.0%

4.0%V1.9%

not top 5MA2.0%

not top 5MMM1.9%

Held in common23.9%

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

MFSG vs JEPI Returns, Every Period

MFSMFSG

+1.8%

past year

JEPIJ.P. Morgan

+10.9%

past year

MFSGJEPIFaded: behind in that period

0–2JEPI wins

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

Stocks vs Income: MFSG vs JEPI

YTD

MFSMFSG

+1.1%

JEPIJ.P. Morgan

+7.5%

+1.1%Year to date+7.5%

−14.4%Worst drop · 1Y−6.7%

19.3%Volatility · 1Y9.0%

0.1%Yield7.9%

$390MAssets$45.2B

4–0JEPI wins

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

Cost, Income and Risk

Fees: MFSG, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

MFSG0.49%$49

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

Yields: MFSG, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

MFSG0.07%$7

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

MFSG$7 − $49 = −$42

KeptFee

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

Overlap: MFSG, JEPI

Today

23.9%most shared, MFSG and JEPI

MFSGJEPI

MFSG—23.9%

JEPI23.9%—

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

Return vs Bumpiness: 2 ETFs

+10.9%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

MFSGWorst drop−14.4%19.3% vol

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

Paid More vs Made More

YTD

JEPIMFSG

+7.5%Year to date+1.1%

7.9%Yield0.1%

+10.9%Past year+1.8%

0.35%Fee0.49%

4–0JEPI wins

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