Compare · 2 funds side by side · dividends reinvested

REGL and JEPI

REGLProShares×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,697REGL · best of the two

02 / 04

REGL and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - S&P MidCap 400 Dividend Aristocrats ETFIncome · Dividend stocks0.40%2.16%+11.2%+14.7%+14.9%+8.0%−9.7%12.9%$1.8B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: REGL 2015 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8B$14,697

REGL

JEPI

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

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

REGLMeasureJEPI

+11.2%Year to dateJan 1 → Nov 6+5.3%

+14.7%1 yearTotal return+8.2%

+14.9%3 years · per year$10,000 became $15,181 · $13,562+10.7%

+8.0%5 years · per year$10,000 became $14,697 · $14,118+7.1%

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

2.16%Trailing 12-mo yield$216 · $809 a year on $10k8.09%

−9.7%Worst dropSmaller is better−6.7%

12.9%VolatilityLower is calmer8.8%

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

4–4Level

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

More Ways to See the Pairs

REGL vs JEPI: Top 5 Holdings

Today

REGL

8.8%in top 5

JEPI

in top 59.9%

REGLStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

1.8%THOnot top 5

1.8%CHDNnot top 5

1.8%PIInot top 5

1.7%LADnot top 5

1.7%CUBEnot top 5

Held in common0.0%

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

REGL vs JEPI Returns, Every Period

ProSharesREGL

+8.0%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

REGLJEPIFaded: behind in that period

4–0REGL wins

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

REGL vs JEPI

YTD

ProSharesREGL

+11.2%

JEPIJ.P. Morgan

+5.3%

+11.2%Year to date+5.3%

−9.7%Worst drop · 1Y−6.7%

12.9%Volatility · 1Y8.8%

2.2%Yield8.1%

$1.8BAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: REGL, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

REGL0.40%$40

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

Yields: REGL, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

REGL2.16%$216

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

REGL$216 − $40 = $176

KeptFee

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

Overlap: REGL, JEPI

Today

0.0%most shared, REGL and JEPI

REGLJEPI

REGL—0.0%

JEPI0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.7%REGL, at 12.9% volatility

JEPIWorst drop−6.7%8.8% vol

REGLWorst drop−9.7%12.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIREGL

+5.3%Year to date+11.2%

8.1%Yield2.2%

+8.2%Past year+14.7%

0.35%Fee0.40%

2–2level

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