Compare · 2 funds side by side · dividends reinvested

MJSC and JEPI

MJSCMUFG×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

MJSC 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%$45.2B1.3

MUFG Japan Small Cap Active ETFInternational · Region & country0.75%0.58%+12.9%+15.3%[…][…]−14.5%22.2%$20M1.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: MJSC 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

MUFG Japan Small Cap Active ETF · $20M[…]

MJSC

JEPI

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

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

MJSCMeasureJEPI

+12.9%Year to dateJan 1 → Nov 9+7.5%

+15.3%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%

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

0.58%Trailing 12-mo yield$58 · $793 a year on $10k7.93%

−14.5%Worst dropSmaller is better−6.7%

22.2%VolatilityLower is calmer9.0%

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

2–4JEPI wins

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

More Ways to See the Pairs

MJSC vs JEPI: Top 5 Holdings

Today

MJSC

10.2%in top 5

JEPI

in top 59.9%

MJSCStockJEPI

2.4%7581.Tnot top 5

2.2%8359.Tnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

1.9%8334.Tnot top 5

1.9%5076.Tnot top 5

1.8%8804.Tnot top 5

Held in common0.0%

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

MJSC vs JEPI Returns, Every Period

MUFGMJSC

+15.3%

past year

JEPIJ.P. Morgan

+10.9%

past year

MJSCJEPIFaded: behind in that period

2–0MJSC wins

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

International vs Income: MJSC vs JEPI

YTD

MUFGMJSC

+12.9%

JEPIJ.P. Morgan

+7.5%

+12.9%Year to date+7.5%

−14.5%Worst drop · 1Y−6.7%

22.2%Volatility · 1Y9.0%

0.6%Yield7.9%

$19.7MAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: MJSC, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

MJSC0.75%$75

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

Yields: MJSC, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

MJSC0.58%$58

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

MJSC$58 − $75 = −$17

KeptFee

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

Overlap: MJSC, JEPI

Today

0.0%most shared, MJSC and JEPI

MJSCJEPI

MJSC—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+15.3%MJSC, at 22.2% volatility

JEPIWorst drop−6.7%9.0% vol

MJSCWorst drop−14.5%22.2% vol

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

Paid More vs Made More

YTD

JEPIMJSC

+7.5%Year to date+12.9%

7.9%Yield0.6%

+10.9%Past year+15.3%

0.35%Fee0.75%

2–2level

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%

$122BAssets$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