Compare · 2 funds side by side · dividends reinvested

PRFD and JEPI

PRFDPIMCO×JEPIJ.P. Morgan×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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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 incomeJEPI · 7.87% · $787 a year on $10k

Story of the two · RiskSmallest drop

PRFD 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%$47.3B1.3

PIMCO Preferred And Capital Securities Active Exchange-Traded FundUnsorted0.87%6.10%−0.1%+0.5%+8.8%[…]−3.6%3.6%$236M1.7

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: PRFD 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund · $236M[…]

PRFD

JEPI

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

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

PRFDMeasureJEPI

−0.1%

More Ways to See the Pairs

PRFD vs JEPI: Top 5 Holdings

Today

PRFD

1.3%in top 5

JEPI

in top 59.7%

PRFDStockJEPI

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: PRFD, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

PRFD0.87%$87

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

Yields: PRFD, JEPI

1Y

7.87%highest, JEPI

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 dateJan 1 → Nov 13

+8.2%

+0.5%1 yearTotal return+9.6%

+8.8%3 years · per year$10,000 became $12,885 · $13,696+11.1%

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

0.87%Expense ratio$87 · $35 a year on $10k · lower is better0.35%

6.10%Trailing 12-mo yield$610 · $787 a year on $10k7.87%

−3.6%Worst dropSmaller is better−6.7%

3.6%VolatilityLower is calmer9.0%

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

2–5JEPI wins

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

0.4%MS-PQnot top 5

0.3%WFC-PZnot top 5

0.3%JPM-PLnot top 5

0.2%VOYA-PBnot top 5

0.2%T-PCnot top 5

Held in common0.0%

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

PRFD vs JEPI Returns, Every Period

1Y

PIMCOPRFD

+0.5%

past year

JEPIJ.P. Morgan

+9.6%

past year

PRFDJEPIFaded: behind in that period

0–3JEPI wins

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

Unsorted vs Income: PRFD vs JEPI

YTD

PIMCOPRFD

−0.1%

JEPIJ.P. Morgan

+8.2%

−0.1%Year to date+8.2%

−3.6%Worst drop · 1Y−6.7%

3.6%Volatility · 1Y9.0%

6.1%Yield7.9%

$236MAssets$47.3B

2–2level

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

Yield

$10k

JEPI7.87%$787

PRFD6.10%$610

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

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

PRFD$610 − $87 = $523

KeptFee

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

Overlap: PRFD, JEPI

Today

0.0%most shared, PRFD and JEPI

PRFDJEPI

PRFD—0.0%

JEPI0.0%—

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

PRFDWorst drop−3.6%3.6% vol

JEPIWorst drop−6.7%9.0% vol

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

Paid More vs Made More

YTD

JEPIPRFD

+8.2%Year to date−0.1%

7.9%Yield6.1%

+9.6%Past year+0.5%

0.35%Fee0.87%

4–0JEPI 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

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PRFD and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two