Compare · 2 funds side by side · dividends reinvested

MIDE and JEPI

MIDEXtrackers×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,154MIDE · best of the two

02 / 04

MIDE and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Xtrackers S&P MidCap 400 Scored & Screened ETFUS Stock Styles · Mid cap0.15%1.31%+11.6%+15.4%+17.1%+7.2%−9.3%15.3%$4M1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.6

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: MIDE 2021 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers S&P MidCap 400 Scored & Screened ETF · $4M$14,154

MIDE

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

MIDEMeasureJEPI

+11.6%Year to dateJan 1 → Nov 6+5.3%

+15.4%1 yearTotal return+8.2%

+17.1%3 years · per year$10,000 became $16,070 · $13,562+10.7%

+7.2%5 years · per year$10,000 became $14,154 · $14,118+7.1%

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

1.31%Trailing 12-mo yield$131 · $809 a year on $10k8.09%

−9.3%Worst dropSmaller is better−6.7%

15.3%VolatilityLower is calmer8.8%

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

5–3MIDE wins

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

More Ways to See the Pairs

MIDE vs JEPI: Top 5 Holdings

Today

MIDE

5.2%in top 5

JEPI

in top 59.9%

MIDEStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

1.1%UTHRnot top 5

1.1%FTInot top 5

1.1%USFDnot top 5

1.0%RGLDnot top 5

0.9%ENTGnot top 5

Held in common0.4%

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

MIDE vs JEPI Returns, Every Period

XtrackersMIDE

+7.2%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

MIDEJEPIFaded: behind in that period

4–0MIDE wins

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

Stocks vs Income: MIDE vs JEPI

YTD

XtrackersMIDE

+11.6%

JEPIJ.P. Morgan

+5.3%

+11.6%Year to date+5.3%

−9.3%Worst drop · 1Y−6.7%

15.3%Volatility · 1Y8.8%

1.3%Yield8.1%

$3.7MAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: MIDE, JEPI

Today

0.15%lowest, MIDE

FundExpense ratioFee$10k

MIDE0.15%$15

JEPI0.35%$35

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

Yields: MIDE, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

MIDE1.31%$131

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

MIDE$131 − $15 = $116

KeptFee

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

Overlap: MIDE, JEPI

Today

0.4%most shared, MIDE and JEPI

MIDEJEPI

MIDE—0.4%

JEPI0.4%—

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

Return vs Bumpiness: 2 ETFs

+15.4%MIDE, at 15.3% volatility

JEPIWorst drop−6.7%8.8% vol

MIDEWorst drop−9.3%15.3% vol

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

Paid More vs Made More

YTD

JEPIMIDE

+5.3%Year to date+11.6%

8.1%Yield1.3%

+8.2%Past year+15.4%

0.35%Fee0.15%

3–1MIDE 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026