Compare · 2 funds side by side · dividends reinvested

OSCV and JEPI

OSCVAptus×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

OSCV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.4

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.14%+10.1%+10.6%+12.2%+4.6%−9.1%12.2%$637M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: OSCV 2018 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $637M$12,515

OSCV

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

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

OSCVMeasureJEPI

+10.1%Year to dateJan 1 → Nov 6+5.3%

+10.6%1 yearTotal return+8.2%

+12.2%3 years · per year$10,000 became $14,132 · $13,562+10.7%

+4.6%5 years · per year$10,000 became $12,515 · $14,118+7.1%

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

1.14%Trailing 12-mo yield$114 · $809 a year on $10k8.09%

−9.1%Worst dropSmaller is better−6.7%

12.2%VolatilityLower is calmer8.8%

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

3–5JEPI wins

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

More Ways to See the Pairs

OSCV vs JEPI: Top 5 Holdings

Today

OSCV

15.2%in top 5

JEPI

in top 59.9%

OSCVStockJEPI

3.7%CASH&OTHnot top 5

3.0%THGnot top 5

2.9%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common0.0%

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

OSCV vs JEPI Returns, Every Period

AptusOSCV

+4.6%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

OSCVJEPIFaded: behind in that period

3–1OSCV wins

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

Stocks vs Income: OSCV vs JEPI

YTD

AptusOSCV

+10.1%

JEPIJ.P. Morgan

+5.3%

+10.1%Year to date+5.3%

−9.1%Worst drop · 1Y−6.7%

12.2%Volatility · 1Y8.8%

1.1%Yield8.1%

$637MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: OSCV, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

OSCV0.79%$79

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

Yields: OSCV, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

OSCV1.14%$114

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

OSCV$114 − $79 = $35

KeptFee

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

Overlap: OSCV, JEPI

Today

0.0%most shared, OSCV and JEPI

OSCVJEPI

OSCV—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+10.6%OSCV, at 12.2% volatility

JEPIWorst drop−6.7%8.8% vol

OSCVWorst drop−9.1%12.2% vol

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

Paid More vs Made More

YTD

JEPIOSCV

+5.3%Year to date+10.1%

8.1%Yield1.1%

+8.2%Past year+10.6%

0.35%Fee0.79%

2–2level

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026