Compare · 2 funds side by side · dividends reinvested

PAMC and JEPI

PAMCPacer×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,448JEPI · best of the two

02 / 04

PAMC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.1

Pacer Lunt MidCap Multi-Factor Alternator ETFUS Stock Styles · Mid cap0.60%1.32%+6.7%+9.9%+14.8%+6.9%−14.1%20.2%$48M1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: PAMC 2020 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Pacer Lunt MidCap Multi-Factor Alternator ETF · $48M$13,940

PAMC

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

PAMCMeasureJEPI

+6.7%Year to dateJan 1 → Nov 9+7.5%

+9.9%1 yearTotal return+10.9%

+14.8%3 years · per year$10,000 became $15,135 · $13,679+11.0%

+6.9%5 years · per year$10,000 became $13,940 · $14,448+7.6%

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

1.32%Trailing 12-mo yield$132 · $793 a year on $10k7.93%

−14.1%Worst dropSmaller is better−6.7%

20.2%VolatilityLower is calmer9.0%

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

1–7JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PAMC vs JEPI: Top 5 Holdings

Today

PAMC

12.0%in top 5

JEPI

in top 59.9%

PAMCStockJEPI

3.3%MANHnot top 5

2.7%DOCUnot top 5

not top 5MA2.0%

2.0%TOSTnot top 5

not top 5MSFT2.0%

2.0%BAHnot top 5

not top 5AAPL2.0%

2.0%FTInot top 5

not top 5V1.9%

not top 5MMM1.9%

Held in common0.1%

End-of-day Nov 9, 2026 · share of each fund

PAMC vs JEPI Returns, Every Period

PacerPAMC

+6.9%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

PAMCJEPIFaded: behind in that period

1–3JEPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: PAMC vs JEPI

YTD

PacerPAMC

+6.7%

JEPIJ.P. Morgan

+7.5%

+6.7%Year to date+7.5%

−14.1%Worst drop · 1Y−6.7%

20.2%Volatility · 1Y9.0%

1.3%Yield7.9%

$48.3MAssets$45.2B

4–0JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAMC, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

PAMC0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PAMC, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

PAMC1.32%$132

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

PAMC$132 − $60 = $72

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PAMC, JEPI

Today

0.1%most shared, PAMC and JEPI

PAMCJEPI

PAMC—0.1%

JEPI0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.9%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

PAMCWorst drop−14.1%20.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIPAMC

+7.5%Year to date+6.7%

7.9%Yield1.3%

+10.9%Past year+9.9%

0.35%Fee0.60%

4–0JEPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026