Compare · 2 funds side by side · dividends reinvested

MVFG and JEPI

MVFGMonarch×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

MVFG 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%$46.1B1.3

Monarch Volume Factor Global Unconstrained ETFInternational · Global1.41%1.69%+13.8%+13.0%[…][…]−12.0%16.9%$186M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: MVFG 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Volume Factor Global Unconstrained ETF · $186M[…]

MVFG

JEPI

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

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

MVFGMeasureJEPI

+13.8%Year to dateJan 1 → Nov 4+8.8%

+13.0%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $14,269+12.6%

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

1.41%Expense ratio$141 · $35 a year on $10k · lower is better0.35%

1.69%Trailing 12-mo yield$169 · $783 a year on $10k7.83%

−12.0%Worst dropSmaller is better−6.7%

16.9%VolatilityLower is calmer8.1%

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

2–4JEPI wins

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

More Ways to See the Pairs

MVFG vs JEPI: Top 5 Holdings

Today

MVFG

21.2%in top 5

JEPI

in top 59.5%

MVFGStockJEPI

4.3%SDYnot top 5

4.3%VSDAnot top 5

4.3%SPYDnot top 5

4.2%FNKnot top 5

4.2%SDOGnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common0.0%

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

MVFG vs JEPI Returns, Every Period

MonarchMVFG

+13.0%

past year

JEPIJ.P. Morgan

+11.9%

past year

MVFGJEPIFaded: behind in that period

2–0MVFG wins

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

International vs Income: MVFG vs JEPI

YTD

MonarchMVFG

+13.8%

JEPIJ.P. Morgan

+8.8%

+13.8%Year to date+8.8%

−12.0%Worst drop · 1Y−6.7%

16.9%Volatility · 1Y8.1%

1.7%Yield7.8%

$186MAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: MVFG, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

MVFG1.41%$141

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

Yields: MVFG, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

MVFG1.69%$169

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

MVFG$169 − $141 = $28

KeptFee

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

Overlap: MVFG, JEPI

Today

0.0%most shared, MVFG and JEPI

MVFGJEPI

MVFG—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.0%MVFG, at 16.9% volatility

JEPIWorst drop−6.7%8.1% vol

MVFGWorst drop−12.0%16.9% vol

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

Paid More vs Made More

YTD

JEPIMVFG

+8.8%Year to date+13.8%

7.8%Yield1.7%

+11.9%Past year+13.0%

0.35%Fee1.41%

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