Compare · 2 funds side by side · dividends reinvested

NBOS and JEPI

NBOSNeuberger Berman×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

NBOS and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Neuberger Berman Option Strategy ETFUnsorted0.59%8.45%+9.0%+11.4%[…][…]−4.7%8.8%$529M1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: NBOS 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Neuberger Berman Option Strategy ETF · $529M[…]

NBOS

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested

NBOSMeasureJEPI

+9.0%Year to dateJan 1 → Nov 6+5.3%

+11.4%1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.59%Expense ratio$59 · $35 a year on $10k · lower is better0.35%

8.45%Trailing 12-mo yield$845 · $809 a year on $10k8.09%

−4.7%Worst dropSmaller is better−6.7%

8.8%VolatilityLower is calmer8.8%

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

4–1NBOS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NBOS vs JEPI: Top 5 Holdings

Today

NBOS

[…]in top 5

JEPI

in top 59.9%

NBOSStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

NBOS vs JEPI Returns, Every Period

Neuberger BermanNBOS

+11.4%

past year

JEPIJ.P. Morgan

+8.2%

past year

NBOSJEPIFaded: behind in that period

2–0NBOS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: NBOS vs JEPI

YTD

Neuberger BermanNBOS

+9.0%

JEPIJ.P. Morgan

+5.3%

+9.0%Year to date+5.3%

−4.7%Worst drop · 1Y−6.7%

8.8%Volatility · 1Y8.8%

8.5%Yield8.1%

$529MAssets$45.2B

3–0NBOS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NBOS, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

NBOS0.59%$59

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: NBOS, JEPI

8.45%highest, NBOS

FundTrailing yieldYield$10k

NBOS8.45%$845

JEPI8.09%$809

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$786most kept, NBOS

NBOS$845 − $59 = $786

JEPI$809 − $35 = $774

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: NBOS, JEPI

Today

[…]holdings […]

NBOSJEPI

NBOS—[…]

JEPI[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.4%NBOS, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

NBOSWorst drop−4.7%8.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

NBOSJEPI

+9.0%Year to date+5.3%

8.5%Yield8.1%

+11.4%Past year+8.2%

0.59%Fee0.35%

3–1NBOS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026