Compare · 2 funds side by side · dividends reinvested

PSCM and JEPI

PSCMInvesco×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,120PSCM · best of the two

02 / 04

PSCM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P SmallCap Materials ETFSectors · Materials0.29%1.12%+11.1%+26.3%+17.3%+8.6%−15.7%22.9%$19M1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: PSCM 2010 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Materials ETF · $19M$15,120

PSCM

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

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

PSCMMeasureJEPI

+11.1%Year to dateJan 1 → Nov 4+8.8%

+26.3%1 yearTotal return+11.9%

+17.3%3 years · per year$10,000 became $16,141 · $14,269+12.6%

+8.6%5 years · per year$10,000 became $15,120 · $14,635+7.9%

0.29%Expense ratio$29 · $35 a year on $10k · lower is better0.35%

1.12%Trailing 12-mo yield$112 · $783 a year on $10k7.83%

−15.7%Worst dropSmaller is better−6.7%

22.9%VolatilityLower is calmer8.1%

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

5–3PSCM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSCM vs JEPI: Top 5 Holdings

Today

PSCM

41.5%in top 5

JEPI

in top 59.5%

PSCMStockJEPI

11.0%ESInot top 5

10.2%EMNnot top 5

7.7%BCPCnot top 5

6.8%SXTnot top 5

5.8%HCCnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

PSCM vs JEPI Returns, Every Period

InvescoPSCM

+8.6%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

PSCMJEPIFaded: behind in that period

4–0PSCM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: PSCM vs JEPI

YTD

InvescoPSCM

+11.1%

JEPIJ.P. Morgan

+8.8%

+11.1%Year to date+8.8%

−15.7%Worst drop · 1Y−6.7%

22.9%Volatility · 1Y8.1%

1.1%Yield7.8%

$18.6MAssets$46.0B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSCM, JEPI

Today

0.29%lowest, PSCM

FundExpense ratioFee$10k

PSCM0.29%$29

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PSCM, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

PSCM1.12%$112

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

PSCM$112 − $29 = $83

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PSCM, JEPI

Today

0.0%most shared, PSCM and JEPI

PSCMJEPI

PSCM—0.0%

JEPI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.3%PSCM, at 22.9% volatility

JEPIWorst drop−6.7%8.1% vol

PSCMWorst drop−15.7%22.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIPSCM

+8.8%Year to date+11.1%

7.8%Yield1.1%

+11.9%Past year+26.3%

0.35%Fee0.29%

3–1PSCM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026