Compare · 2 funds side by side · dividends reinvested

PSDM and JEPI

PSDMPGIM×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

PSDM 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%$46.8B1.3

PGIM Short Duration Multi-SectoBonds & Cash · Short-term0.40%4.45%+1.5%+2.4%+5.5%[…]−1.2%1.7%$278M1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: PSDM 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

PGIM Short Duration Multi-Secto · $278M[…]

PSDM

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

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

PSDMMeasureJEPI

+1.5%Year to dateJan 1 → Nov 6+5.3%

+2.4%1 yearTotal return+8.2%

+5.5%3 years · per year$10,000 became $11,736 · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

4.45%Trailing 12-mo yield$445 · $809 a year on $10k8.09%

−1.2%Worst dropSmaller is better−6.7%

1.7%VolatilityLower is calmer8.8%

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

2–5JEPI wins

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

More Ways to See the Pairs

PSDM vs JEPI: Top 5 Holdings

Today

PSDM

5.5%in top 5

JEPI

in top 59.9%

PSDMStockJEPI

4.1%PAAAnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

1.3%PCSnot top 5

0.1%PHYLnot top 5

Held in common0.0%

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

PSDM vs JEPI Returns, Every Period

PGIMPSDM

+2.4%

past year

JEPIJ.P. Morgan

+8.2%

past year

PSDMJEPIFaded: behind in that period

0–3JEPI wins

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

Bonds vs Income: PSDM vs JEPI

YTD

PGIMPSDM

+1.5%

JEPIJ.P. Morgan

+5.3%

+1.5%Year to date+5.3%

−1.2%Worst drop · 1Y−6.7%

1.7%Volatility · 1Y8.8%

4.4%Yield8.1%

$278MAssets$46.8B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSDM, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

PSDM0.40%$40

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

Yields: PSDM, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

PSDM4.45%$445

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

PSDM$445 − $40 = $405

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PSDM, JEPI

Today

0.0%most shared, PSDM and JEPI

PSDMJEPI

PSDM—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

PSDMWorst drop−1.2%1.7% 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

JEPIPSDM

+5.3%Year to date+1.5%

8.1%Yield4.4%

+8.2%Past year+2.4%

0.35%Fee0.40%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026