Compare · 2 funds side by side · dividends reinvested

PPTY and JEPI

PPTYVident×JEPIJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,545JEPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the two · RiskSmallest drop

PPTY and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B1.4

US Diversified Real Estate ETFSectors · Real estate0.53%2.52%+13.2%+12.6%+11.2%+0.9%−11.8%14.0%$23M1.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: PPTY 2018 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

US Diversified Real Estate ETF · $23M$10,460

PPTY

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,545

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

PPTYMeasureJEPI

+13.2%

More Ways to See the Pairs

PPTY vs JEPI: Top 5 Holdings

Today

PPTY

22.6%in top 5

JEPI

in top 59.8%

PPTYStockJEPI

6.9%EQRnot top 5

4.4%EQIXnot top 5

3.9%FCPTnot top 5

3.8%PLDnot top 5

3.5%DLRnot top 5

Cost, Income and Risk

Fees: PPTY, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

PPTY0.53%$53

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: PPTY, JEPI

1Y

7.84%highest, JEPI

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+8.6%

+12.6%1 yearTotal return+11.2%

+11.2%3 years · per year$10,000 became $13,769 · $13,729+11.1%

+0.9%5 years · per year$10,000 became $10,460 · $14,545+7.8%

0.53%Expense ratio$53 · $35 a year on $10k · lower is better0.35%

2.52%Trailing 12-mo yield$252 · $784 a year on $10k7.84%

−11.8%Worst dropSmaller is better−6.7%

14.0%VolatilityLower is calmer9.0%

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

3–5JEPI wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common1.6%

End-of-day Nov 11, 2026 · share of each fund

PPTY vs JEPI Returns, Every Period

5Y

VidentPPTY

+0.9%

5 years, per year

JEPIJ.P. Morgan

+7.8%

5 years, per year

PPTYJEPIFaded: behind in that period

3–1PPTY wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Sector vs Income: PPTY vs JEPI

YTD

VidentPPTY

+13.2%

JEPIJ.P. Morgan

+8.6%

+13.2%Year to date+8.6%

−11.8%Worst drop · 1Y−6.7%

14.0%Volatility · 1Y9.0%

2.5%Yield7.8%

$23.4MAssets$46.6B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPI7.84%$784

PPTY2.52%$252

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

PPTY$252 − $53 = $199

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PPTY, JEPI

Today

1.6%most shared, PPTY and JEPI

PPTYJEPI

PPTY—1.6%

JEPI1.6%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.6%PPTY, at 14.0% volatility

JEPIWorst drop−6.7%9.0% vol

PPTYWorst drop−11.8%14.0% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIPPTY

+8.6%Year to date+13.2%

7.8%Yield2.5%

+11.2%Past year+12.6%

0.35%Fee0.53%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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PPTY and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two