Compare · 2 funds side by side · dividends reinvested

PLTY and JEPI

PLTYYieldMax×JEPIJ.P. Morgan×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,519JEPI · best of the two

Story of the two · IncomeMost incomePLTY · 75.68% · $7,568 a year on $10k

Story of the two · RiskSmallest drop

PLTY and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.3B1.1

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%75.68%−2.2%−7.2%[…][…]−37.8%50.9%$324M1.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: PLTY 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

YieldMax PLTR Option Income Strategy ETF · $324M[…]

PLTY

JEPI

JPMorgan Equity Premium Income ETF · $47.3B$14,519

$10,000 five years ago, dividends reinvested

PLTYMeasureJEPI

−2.2%

More Ways to See the Pairs

PLTY vs JEPI: Top 5 Holdings

Today

PLTY

[…]in top 5

JEPI

in top 59.7%

PLTYStockJEPI

not top 5MA2.0%

not top 5AAPL2.0%

not top 5MSFT1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: PLTY, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

PLTY1.07%$107

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: PLTY, JEPI

1Y

75.68%highest, PLTY

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to date

Jan 1 → Nov 13

+8.2%

−7.2%1 yearTotal return+9.6%

[…]3 years · per year$10,000 became […] · $13,696+11.1%

[…]5 years · per year$10,000 became […] · $14,519+7.7%

1.07%Expense ratio$107 · $35 a year on $10k · lower is better0.35%

75.68%Trailing 12-mo yield$7,568 · $787 a year on $10k7.87%

−37.8%Worst dropSmaller is better−6.7%

50.9%VolatilityLower is calmer9.0%

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

1–5JEPI wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

PLTY vs JEPI Returns, Every Period

1Y

YieldMaxPLTY

−7.2%

past year

JEPIJ.P. Morgan

+9.6%

past year

PLTYJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

PLTY vs JEPI

YTD

YieldMaxPLTY

−2.2%

JEPIJ.P. Morgan

+8.2%

−2.2%Year to date+8.2%

−37.8%Worst drop · 1Y−6.7%

50.9%Volatility · 1Y9.0%

75.7%Yield7.9%

$324MAssets$47.3B

3–1JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

PLTY75.68%$7,568

JEPI7.87%$787

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$7,461most kept, PLTY

PLTY$7,568 − $107 = $7,461

JEPI$787 − $35 = $752

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: PLTY, JEPI

Today

[…]holdings […]

PLTYJEPI

PLTY—[…]

JEPI[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+9.6%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

PLTYWorst drop−37.8%50.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

PLTYJEPI

−2.2%Year to date+8.2%

75.7%Yield7.9%

−7.2%Past year+9.6%

1.07%Fee0.35%

3–1JEPI wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

Loading…

PLTY and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two