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$14,453JEPI · 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%7.92%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.3

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.00%+1.2%+2.1%+9.0%+2.8%−2.9%3.4%$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 9, 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$11,466

PREF

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,453

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

PREFMeasureJEPI

+1.2%Year to dateJan 1 → Nov 9+7.5%

+2.1%1 yearTotal return+10.9%

+9.0%3 years · per year$10,000 became $12,965 · $13,684+11.0%

+2.8%5 years · per year$10,000 became $11,466 · $14,453+7.6%

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

5.00%Trailing 12-mo yield$500 · $792 a year on $10k7.92%

−2.9%Worst dropSmaller is better−6.7%

3.4%VolatilityLower is calmer9.0%

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

2–6JEPI wins

End-of-day Nov 9, 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

0.4%in top 5

JEPI

in top 59.9%

PREFStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

0.4%GVMXXnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

PREF vs JEPI Returns, Every Period

PrincipalPREF

+2.8%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

PREFJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: PREF vs JEPI

YTD

PrincipalPREF

+1.2%

JEPIJ.P. Morgan

+7.5%

+1.2%Year to date+7.5%

−2.9%Worst drop · 1Y−6.7%

3.4%Volatility · 1Y9.0%

5.0%Yield7.9%

$1.9BAssets$45.2B

2–2level

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: PREF, JEPI

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

PREF5.00%$500

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$757most kept, JEPI

JEPI$792 − $35 = $757

PREF$500 − $55 = $445

KeptFee

End-of-day Nov 9, 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 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.9%JEPI, at 9.0% volatility

PREFWorst drop−2.9%3.4% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIPREF

+7.5%Year to date+1.2%

7.9%Yield5.0%

+10.9%Past year+2.1%

0.35%Fee0.55%

4–0JEPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026