Compare · 2 funds side by side · dividends reinvested

OMAH and JEPI

OMAHVistaShares×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

OMAH and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VistaShares Target 15 Berkshire Select Income ETFIncome · Dividend stocks0.95%15.21%+10.6%+12.3%[…][…]−5.8%8.8%$1.1B1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: OMAH 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

VistaShares Target 15 Berkshire Select Income ETF · $1.1B[…]

OMAH

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 5.3% in common

OMAHMeasureJEPI

+10.6%Year to dateJan 1 → Nov 5+5.2%

+12.3%1 yearTotal return+8.3%

[…]3 years · per year$10,000 became […] · $13,674+11.0%

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

0.95%Expense ratio$95 · $35 a year on $10k · lower is better0.35%

15.21%Trailing 12-mo yield$1,521 · $809 a year on $10k8.09%

−5.8%Worst dropSmaller is better−6.7%

8.8%VolatilityLower is calmer8.8%

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

4–1OMAH wins

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

More Ways to See the Pairs

OMAH vs JEPI: Top 5 Holdings

Today

OMAH

38.4%in top 5

JEPI

in top 59.9%

OMAHStockJEPI

11.0%BRK-Bnot top 5

10.4%AAPL1.9%

6.6%AXPnot top 5

5.2%KRnot top 5

5.1%KOnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5V1.9%

Held in common5.3%

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

OMAH vs JEPI Returns, Every Period

VistaSharesOMAH

+12.3%

past year

JEPIJ.P. Morgan

+8.3%

past year

OMAHJEPIFaded: behind in that period

2–0OMAH wins

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

OMAH vs JEPI

YTD

VistaSharesOMAH

+10.6%

JEPIJ.P. Morgan

+5.2%

+10.6%Year to date+5.2%

−5.8%Worst drop · 1Y−6.7%

8.8%Volatility · 1Y8.8%

15.2%Yield8.1%

$1.1BAssets$46.1B

3–0OMAH wins

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

Cost, Income and Risk

Fees: OMAH, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

OMAH0.95%$95

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

Yields: OMAH, JEPI

15.21%highest, OMAH

FundTrailing yieldYield$10k

OMAH15.21%$1,521

JEPI8.09%$809

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

Income After Fees on $10,000

$1,426most kept, OMAH

OMAH$1,521 − $95 = $1,426

JEPI$809 − $35 = $774

KeptFee

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

Overlap: OMAH, JEPI

Today

5.3%most shared, OMAH and JEPI

OMAHJEPI

OMAH—5.3%

JEPI5.3%—

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

Return vs Bumpiness: 2 ETFs

+12.3%OMAH, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

OMAHWorst drop−5.8%8.8% vol

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

Paid More vs Made More

YTD

OMAHJEPI

+10.6%Year to date+5.2%

15.2%Yield8.1%

+12.3%Past year+8.3%

0.95%Fee0.35%

3–1OMAH 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