Compare · 2 funds side by side · dividends reinvested

MFSM and JEPI

MFSMMFS×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

MFSM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.3

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFBonds & Cash · Municipal0.34%3.59%+1.0%+1.8%[…][…]−6.7%3.7%$129M1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: MFSM 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $129M[…]

MFSM

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

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

MFSMMeasureJEPI

+1.0%Year to dateJan 1 → Nov 6+5.3%

+1.8%1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

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

3.59%Trailing 12-mo yield$359 · $809 a year on $10k8.09%

−6.7%Worst dropSmaller is better−6.7%

3.7%VolatilityLower is calmer8.8%

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

2–3JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MFSM vs JEPI: Top 5 Holdings

Today

MFSM

1.1%in top 5

JEPI

in top 59.9%

MFSMStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

0.6%MUBnot top 5

0.5%VTEBnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

MFSM vs JEPI Returns, Every Period

MFSMFSM

+1.8%

past year

JEPIJ.P. Morgan

+8.2%

past year

MFSMJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Income: MFSM vs JEPI

YTD

MFSMFSM

+1.0%

JEPIJ.P. Morgan

+5.3%

+1.0%Year to date+5.3%

−6.7%Worst drop · 1Y−6.7%

3.7%Volatility · 1Y8.8%

3.6%Yield8.1%

$129MAssets$46.8B

2–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFSM, JEPI

Today

0.34%lowest, MFSM

FundExpense ratioFee$10k

MFSM0.34%$34

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MFSM, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

MFSM3.59%$359

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

MFSM$359 − $34 = $325

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MFSM, JEPI

Today

0.0%most shared, MFSM and JEPI

MFSMJEPI

MFSM—0.0%

JEPI0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.2%JEPI, at 8.8% volatility

MFSMWorst drop−6.7%3.7% vol

JEPIWorst drop−6.7%8.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIMFSM

+5.3%Year to date+1.0%

8.1%Yield3.6%

+8.2%Past year+1.8%

0.35%Fee0.34%

3–1JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026