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$14,118JEPI · 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%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.3

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.03%+0.7%+1.8%+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 6, 2026 · returns include dividends · since: PREF 2017 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,118

JEPI

PREF

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,389

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

JEPIMeasurePREF

+5.3%Year to dateJan 1 → Nov 6+0.7%

+8.2%1 yearTotal return+1.8%

+10.7%3 years · per year$10,000 became $13,562 · $13,030+9.2%

+7.1%5 years · per year$10,000 became $14,118 · $11,389+2.6%

0.35%Expense ratio$35 · $55 a year on $10k · lower is better0.55%

8.09%Trailing 12-mo yield$809 · $503 a year on $10k5.03%

−6.7%Worst dropSmaller is better−2.9%

8.8%VolatilityLower is calmer3.3%

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

6–2JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs PREF: Top 5 Holdings

Today

JEPI

9.9%in top 5

PREF

in top 50.4%

JEPIStockPREF

2.1%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

not top 5GVMXX0.4%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

JEPI vs PREF Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

PREFPrincipal

+2.6%

5 years, per year

JEPIPREFFaded: behind in that period

4–0JEPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Unsorted: JEPI vs PREF

YTD

J.P. MorganJEPI

+5.3%

PREFPrincipal

+0.7%

+5.3%Year to date+0.7%

−6.7%Worst drop · 1Y−2.9%

8.8%Volatility · 1Y3.3%

8.1%Yield5.0%

$45.2BAssets$1.9B

2–2level

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: PREF, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

PREF5.03%$503

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

PREF$503 − $55 = $448

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.2%JEPI, at 8.8% volatility

PREFWorst drop−2.9%3.3% vol

JEPIWorst drop−6.7%8.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIPREF

+5.3%Year to date+0.7%

8.1%Yield5.0%

+8.2%Past year+1.8%

0.35%Fee0.55%

4–0JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026