Compare · 2 funds side by side · dividends reinvested

PCFI and JEPI

PCFIPolen×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

PCFI and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.4

Polen Floating Rate Income ETFBonds & Cash · Other bonds0.59%9.69%+2.2%+1.5%[…][…]−2.8%5.4%$14M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: PCFI 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Polen Floating Rate Income ETF · $14M[…]

PCFI

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested

PCFIMeasureJEPI

+2.2%Year to dateJan 1 → Nov 4+8.8%

+1.5%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.59%Expense ratio$59 · $35 a year on $10k · lower is better0.35%

9.69%Trailing 12-mo yield$969 · $783 a year on $10k7.83%

−2.8%Worst dropSmaller is better−6.7%

5.4%VolatilityLower is calmer8.1%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PCFI vs JEPI: Top 5 Holdings

Today

PCFI

[…]in top 5

JEPI

in top 59.5%

PCFIStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

PCFI vs JEPI Returns, Every Period

PolenPCFI

+1.5%

past year

JEPIJ.P. Morgan

+11.9%

past year

PCFIJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Income: PCFI vs JEPI

YTD

PolenPCFI

+2.2%

JEPIJ.P. Morgan

+8.8%

+2.2%Year to date+8.8%

−2.8%Worst drop · 1Y−6.7%

5.4%Volatility · 1Y8.1%

9.7%Yield7.8%

$13.9MAssets$46.0B

3–1PCFI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PCFI, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

PCFI0.59%$59

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PCFI, JEPI

9.69%highest, PCFI

FundTrailing yieldYield$10k

PCFI9.69%$969

JEPI7.83%$783

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$910most kept, PCFI

PCFI$969 − $59 = $910

JEPI$783 − $35 = $748

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PCFI, JEPI

Today

[…]holdings […]

PCFIJEPI

PCFI—[…]

JEPI[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

PCFIWorst drop−2.8%5.4% vol

JEPIWorst drop−6.7%8.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PCFIJEPI

+2.2%Year to date+8.8%

9.7%Yield7.8%

+1.5%Past year+11.9%

0.59%Fee0.35%

3–1JEPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026