Compare · 2 funds side by side · dividends reinvested

MSFO and JEPI

MSFOYieldMax×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

MSFO and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.4

YieldMax MSFT Option Income Strategy ETFThematic Income · A single stock1.03%35.52%+14.4%+8.4%+17.4%[…]−27.3%29.3%$97M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: MSFO 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax MSFT Option Income Strategy ETF · $97M[…]

MSFO

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested

MSFOMeasureJEPI

+14.4%Year to dateJan 1 → Nov 4+8.8%

+8.4%1 yearTotal return+11.9%

+17.4%3 years · per year$10,000 became $16,192 · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

1.03%Expense ratio$103 · $35 a year on $10k · lower is better0.35%

35.52%Trailing 12-mo yield$3,552 · $783 a year on $10k7.83%

−27.3%Worst dropSmaller is better−6.7%

29.3%VolatilityLower is calmer8.1%

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

3–4JEPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MSFO vs JEPI: Top 5 Holdings

Today

MSFO

[…]in top 5

JEPI

in top 59.5%

MSFOStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

MSFO vs JEPI Returns, Every Period

YieldMaxMSFO

+8.4%

past year

JEPIJ.P. Morgan

+11.9%

past year

MSFOJEPIFaded: behind in that period

2–1MSFO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MSFO vs JEPI

YTD

YieldMaxMSFO

+14.4%

JEPIJ.P. Morgan

+8.8%

+14.4%Year to date+8.8%

−27.3%Worst drop · 1Y−6.7%

29.3%Volatility · 1Y8.1%

35.5%Yield7.8%

$96.8MAssets$46.1B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSFO, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

MSFO1.03%$103

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MSFO, JEPI

35.52%highest, MSFO

FundTrailing yieldYield$10k

MSFO35.52%$3,552

JEPI7.83%$783

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$3,449most kept, MSFO

MSFO$3,552 − $103 = $3,449

JEPI$783 − $35 = $748

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MSFO, JEPI

Today

[…]holdings […]

MSFOJEPI

MSFO—[…]

JEPI[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

MSFOWorst drop−27.3%29.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MSFOJEPI

+14.4%Year to date+8.8%

35.5%Yield7.8%

+8.4%Past year+11.9%

1.03%Fee0.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026