Compare · 2 funds side by side · dividends reinvested

PREF and JEPI

PREFPrincipal×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 04

PREF and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.3

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.04%+0.4%+1.6%+9.2%+2.6%−2.9%3.3%$1.9B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: PREF 2017 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,373

PREF

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PREFMeasureJEPI

+0.4%Year to dateJan 1 → Nov 5+5.2%

+1.6%1 yearTotal return+8.3%

+9.2%3 years · per year$10,000 became $13,033 · $13,674+11.0%

+2.6%5 years · per year$10,000 became $11,373 · $14,108+7.1%

0.55%Expense ratio$55 · $35 a year on $10k · lower is better0.35%

5.04%Trailing 12-mo yield$504 · $809 a year on $10k8.09%

−2.9%Worst dropSmaller is better−6.7%

3.3%VolatilityLower is calmer8.8%

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

2–6JEPI wins

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

More Ways to See the Pairs

PREF vs JEPI: Top 5 Holdings

Today

PREF

0.2%in top 5

JEPI

in top 59.9%

PREFStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

0.2%GVMXXnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

PREF vs JEPI Returns, Every Period

PrincipalPREF

+2.6%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

PREFJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: PREF vs JEPI

YTD

PrincipalPREF

+0.4%

JEPIJ.P. Morgan

+5.2%

+0.4%Year to date+5.2%

−2.9%Worst drop · 1Y−6.7%

3.3%Volatility · 1Y8.8%

5.0%Yield8.1%

$1.9BAssets$46.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PREF, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

PREF0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PREF, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

PREF5.04%$504

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

PREF$504 − $55 = $449

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PREF, JEPI

Today

0.0%most shared, PREF and JEPI

PREFJEPI

PREF—0.0%

JEPI0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.3%JEPI, at 8.8% volatility

PREFWorst drop−2.9%3.3% vol

JEPIWorst drop−6.7%8.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIPREF

+5.2%Year to date+0.4%

8.1%Yield5.0%

+8.3%Past year+1.6%

0.35%Fee0.55%

4–0JEPI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026