Compare · 2 funds side by side · dividends reinvested

PBAP and JEPI

PBAPPGIM×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

PBAP and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PGIM S&P 500 Buffer 20 ETF - AprilDefined Outcome · Buffer0.50%0.00%+9.5%+11.3%[…][…]−1.4%3.8%$39M1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$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 9, 2026 · returns include dividends · since: PBAP 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

PGIM S&P 500 Buffer 20 ETF - April · $39M[…]

PBAP

JEPI

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

$10,000 five years ago, dividends reinvested

PBAPMeasureJEPI

+9.5%Year to dateJan 1 → Nov 9+7.5%

+11.3%1 yearTotal return+10.9%

[…]3 years · per year$10,000 became […] · $13,679+11.0%

[…]5 years · per year$10,000 became […] · $14,448+7.6%

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $793 a year on $10k7.93%

−1.4%Worst dropSmaller is better−6.7%

3.8%VolatilityLower is calmer9.0%

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

4–2PBAP wins

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

More Ways to See the Pairs

PBAP vs JEPI: Top 5 Holdings

Today

PBAP

[…]in top 5

JEPI

in top 59.9%

PBAPStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common[…]

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

PBAP vs JEPI Returns, Every Period

PGIMPBAP

+11.3%

past year

JEPIJ.P. Morgan

+10.9%

past year

PBAPJEPIFaded: behind in that period

2–0PBAP wins

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

Defined Outcome vs Income: PBAP vs JEPI

YTD

PGIMPBAP

+9.5%

JEPIJ.P. Morgan

+7.5%

+9.5%Year to date+7.5%

−1.4%Worst drop · 1Y−6.7%

3.8%Volatility · 1Y9.0%

0.0%Yield7.9%

$38.7MAssets$45.2B

3–1PBAP wins

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

Cost, Income and Risk

Fees: PBAP, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

PBAP0.50%$50

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

Yields: PBAP, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

PBAP0.00%$0

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

PBAP$0 − $50 = −$50

KeptFee

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

Overlap: PBAP, JEPI

Today

[…]holdings […]

PBAPJEPI

PBAP—[…]

JEPI[…]—

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

Return vs Bumpiness: 2 ETFs

+11.3%PBAP, at 3.8% volatility

PBAPWorst drop−1.4%3.8% vol

JEPIWorst drop−6.7%9.0% vol

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

Paid More vs Made More

YTD

JEPIPBAP

+7.5%Year to date+9.5%

7.9%Yield0.0%

+10.9%Past year+11.3%

0.35%Fee0.50%

2–2level

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