Compare · 2 funds side by side · dividends reinvested

MTUM and JEPI

MTUMiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,541MTUM · best of the two

02 / 04

MTUM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.67%+11.6%+10.2%+28.2%+9.2%−20.1%27.8%$17.4B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: MTUM 2013 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Momentum Factor ETF · $17.4B$15,541

MTUM

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 16.6% in common

MTUMMeasureJEPI

+11.6%Year to dateJan 1 → Nov 3+7.0%

+10.2%1 yearTotal return+9.8%

+28.2%3 years · per year$10,000 became $21,049 · $14,201+12.4%

+9.2%5 years · per year$10,000 became $15,541 · $14,322+7.4%

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

0.67%Trailing 12-mo yield$67 · $796 a year on $10k7.96%

−20.1%Worst dropSmaller is better−6.7%

27.8%VolatilityLower is calmer7.9%

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

5–3MTUM wins

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

More Ways to See the Pairs

MTUM vs JEPI: Top 5 Holdings

Today

MTUM

21.3%in top 5

JEPI

in top 59.5%

MTUMStockJEPI

5.8%AMDnot top 5

5.0%MUnot top 5

3.7%JNJnot top 5

3.6%CSCOnot top 5

3.2%XOMnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common16.6%

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

MTUM vs JEPI Returns, Every Period

iSharesMTUM

+9.2%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

MTUMJEPIFaded: behind in that period

4–0MTUM wins

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

Stocks vs Income: MTUM vs JEPI

YTD

iSharesMTUM

+11.6%

JEPIJ.P. Morgan

+7.0%

+11.6%Year to date+7.0%

−20.1%Worst drop · 1Y−6.7%

27.8%Volatility · 1Y7.9%

0.7%Yield8.0%

$17.4BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: MTUM, JEPI

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

JEPI0.35%$35

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

Yields: MTUM, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

MTUM0.67%$67

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

MTUM$67 − $15 = $52

KeptFee

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

Overlap: MTUM, JEPI

Today

16.6%most shared, MTUM and JEPI

MTUMJEPI

MTUM—16.6%

JEPI16.6%—

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

Return vs Bumpiness: 2 ETFs

+10.2%MTUM, at 27.8% volatility

JEPIWorst drop−6.7%7.9% vol

MTUMWorst drop−20.1%27.8% vol

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

Paid More vs Made More

YTD

JEPIMTUM

+7.0%Year to date+11.6%

8.0%Yield0.7%

+9.8%Past year+10.2%

0.35%Fee0.15%

3–1MTUM 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