Compare · 2 funds side by side · dividends reinvested

PSTR and JEPI

PSTRPeakShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

PSTR and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.4

Peakshares Sector Rotation ETFIncome · Covered calls2.88%4.86%+13.7%+16.1%[…][…]−6.7%10.3%$67M1.5

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: PSTR 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Peakshares Sector Rotation ETF · $67M[…]

PSTR

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 13.6% in common

PSTRMeasureJEPI

+13.7%Year to dateJan 1 → Nov 4+8.8%

+16.1%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

2.88%Expense ratio$288 · $35 a year on $10k · lower is better0.35%

4.86%Trailing 12-mo yield$486 · $783 a year on $10k7.83%

−6.7%Worst dropSmaller is better−6.7%

10.3%VolatilityLower is calmer8.1%

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

2–3JEPI wins

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

More Ways to See the Pairs

PSTR vs JEPI: Top 5 Holdings

Today

PSTR

39.1%in top 5

JEPI

in top 59.5%

PSTRStockJEPI

10.1%XLFnot top 5

8.2%VGTnot top 5

8.1%XLVnot top 5

7.4%XLKnot top 5

5.2%XLPnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common13.6%

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

PSTR vs JEPI Returns, Every Period

PeakSharesPSTR

+16.1%

past year

JEPIJ.P. Morgan

+11.9%

past year

PSTRJEPIFaded: behind in that period

2–0PSTR wins

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

PSTR vs JEPI

YTD

PeakSharesPSTR

+13.7%

JEPIJ.P. Morgan

+8.8%

+13.7%Year to date+8.8%

−6.7%Worst drop · 1Y−6.7%

10.3%Volatility · 1Y8.1%

4.9%Yield7.8%

$66.5MAssets$46.0B

2–1JEPI wins

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

Cost, Income and Risk

Fees: PSTR, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

PSTR2.88%$288

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

Yields: PSTR, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

PSTR4.86%$486

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

PSTR$486 − $288 = $198

KeptFee

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

Overlap: PSTR, JEPI

Today

13.6%most shared, PSTR and JEPI

PSTRJEPI

PSTR—13.6%

JEPI13.6%—

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

Return vs Bumpiness: 2 ETFs

+16.1%PSTR, at 10.3% volatility

JEPIWorst drop−6.7%8.1% vol

PSTRWorst drop−6.7%10.3% vol

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

Paid More vs Made More

YTD

JEPIPSTR

+8.8%Year to date+13.7%

7.8%Yield4.9%

+11.9%Past year+16.1%

0.35%Fee2.88%

2–2level

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