Compare · 2 funds side by side · dividends reinvested

MRNY and JEPI

MRNYYieldMax×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,322JEPI · best of the two

02 / 04

MRNY and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax MRNA Option Income Strategy ETFIncome · Premium income1.00%45.07%+481.9%+486.8%+26.0%[…]−28.8%118.0%$244M1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: MRNY 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.0B$14,322

JEPI

MRNY

YieldMax MRNA Option Income Strategy ETF · $244M[…]

$10,000 five years ago, dividends reinvested

JEPIMeasureMRNY

+7.0%Year to dateJan 1 → Nov 3+481.9%

+9.8%1 yearTotal return+486.8%

+12.4%3 years · per year$10,000 became $14,201 · $20,000+26.0%

+7.4%5 years · per year$10,000 became $14,322 · […][…]

0.35%Expense ratio$35 · $100 a year on $10k · lower is better1.00%

7.96%Trailing 12-mo yield$796 · $4,507 a year on $10k45.07%

−6.7%Worst dropSmaller is better−28.8%

7.9%VolatilityLower is calmer118.0%

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

3–4MRNY wins

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

More Ways to See the Pairs

JEPI vs MRNY: Top 5 Holdings

Today

JEPI

9.5%in top 5

MRNY

in top 5[…]

JEPIStockMRNY

2.0%MAnot top 5

1.9%Vnot top 5

1.9%AAPLnot top 5

1.9%MSFTnot top 5

1.8%NEEnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

JEPI vs MRNY Returns, Every Period

J.P. MorganJEPI

+9.8%

past year

MRNYYieldMax

+486.8%

past year

JEPIMRNYFaded: behind in that period

0–3MRNY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

JEPI vs MRNY

YTD

J.P. MorganJEPI

+7.0%

MRNYYieldMax

+481.9%

+7.0%Year to date+481.9%

−6.7%Worst drop · 1Y−28.8%

7.9%Volatility · 1Y118.0%

8.0%Yield45.1%

$46.0BAssets$244M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MRNY, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

MRNY1.00%$100

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MRNY, JEPI

45.07%highest, MRNY

FundTrailing yieldYield$10k

MRNY45.07%$4,507

JEPI7.96%$796

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$4,407most kept, MRNY

MRNY$4,507 − $100 = $4,407

JEPI$796 − $35 = $761

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MRNY, JEPI

Today

[…]holdings […]

MRNYJEPI

MRNY—[…]

JEPI[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+486.8%MRNY, at 118.0% volatility

JEPIWorst drop−6.7%7.9% vol

MRNYWorst drop−28.8%118.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MRNYJEPI

+481.9%Year to date+7.0%

45.1%Yield8.0%

+486.8%Past year+9.8%

1.00%Fee0.35%

3–1MRNY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026