Compare · 2 funds side by side · dividends reinvested

OCTJ and JEPI

OCTJInnovator×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 04

OCTJ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.3

Innovator Premium Income 30 Barrier ETFIncome · Premium income0.79%5.34%+3.3%+4.8%+5.6%[…]−1.3%2.8%$15M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: OCTJ 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Premium Income 30 Barrier ETF · $15M[…]

OCTJ

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested

OCTJMeasureJEPI

+3.3%Year to dateJan 1 → Nov 5+5.2%

+4.8%1 yearTotal return+8.3%

+5.6%3 years · per year$10,000 became $11,789 · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

0.79%Expense ratio$79 · $35 a year on $10k · lower is better0.35%

5.34%Trailing 12-mo yield$534 · $809 a year on $10k8.09%

−1.3%Worst dropSmaller is better−6.7%

2.8%VolatilityLower is calmer8.8%

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

2–5JEPI wins

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

More Ways to See the Pairs

OCTJ vs JEPI: Top 5 Holdings

Today

OCTJ

[…]in top 5

JEPI

in top 59.9%

OCTJStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

OCTJ vs JEPI Returns, Every Period

InnovatorOCTJ

+4.8%

past year

JEPIJ.P. Morgan

+8.3%

past year

OCTJJEPIFaded: behind in that period

0–3JEPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

OCTJ vs JEPI

YTD

InnovatorOCTJ

+3.3%

JEPIJ.P. Morgan

+5.2%

+3.3%Year to date+5.2%

−1.3%Worst drop · 1Y−6.7%

2.8%Volatility · 1Y8.8%

5.3%Yield8.1%

$15.0MAssets$46.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OCTJ, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

OCTJ0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: OCTJ, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

OCTJ5.34%$534

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

OCTJ$534 − $79 = $455

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: OCTJ, JEPI

Today

[…]holdings […]

OCTJJEPI

OCTJ—[…]

JEPI[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.3%JEPI, at 8.8% volatility

OCTJWorst drop−1.3%2.8% vol

JEPIWorst drop−6.7%8.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIOCTJ

+5.2%Year to date+3.3%

8.1%Yield5.3%

+8.3%Past year+4.8%

0.35%Fee0.79%

4–0JEPI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026