Compare · 2 funds side by side · dividends reinvested

RSSB and JEPI

RSSBReturn Stacked×JEPIJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,545JEPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the two · RiskSmallest drop

RSSB and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B1.0

Return Stacked Global Stocks & Bonds ETFInternational · Global0.39%3.27%+6.5%+7.7%[…][…]−11.6%17.3%$500M2.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: RSSB 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Return Stacked Global Stocks & Bonds ETF · $500M[…]

RSSB

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,545

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

RSSBMeasureJEPI

+6.5%

More Ways to See the Pairs

RSSB vs JEPI: Top 5 Holdings

Today

RSSB

42.9%in top 5

JEPI

in top 59.8%

RSSBStockJEPI

25.8%SPTMnot top 5

17.1%VXUSnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL1.9%

Cost, Income and Risk

Fees: RSSB, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

RSSB0.39%$39

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: RSSB, JEPI

1Y

7.84%highest, JEPI

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+8.6%

+7.7%1 yearTotal return+11.2%

[…]3 years · per year$10,000 became […] · $13,729+11.1%

[…]5 years · per year$10,000 became […] · $14,545+7.8%

0.39%Expense ratio$39 · $35 a year on $10k · lower is better0.35%

3.27%Trailing 12-mo yield$327 · $784 a year on $10k7.84%

−11.6%Worst dropSmaller is better−6.7%

17.3%VolatilityLower is calmer9.0%

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

0–6JEPI wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

RSSB vs JEPI Returns, Every Period

1Y

Return StackedRSSB

+7.7%

past year

JEPIJ.P. Morgan

+11.2%

past year

RSSBJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

International vs Income: RSSB vs JEPI

YTD

Return StackedRSSB

+6.5%

JEPIJ.P. Morgan

+8.6%

+6.5%Year to date+8.6%

−11.6%Worst drop · 1Y−6.7%

17.3%Volatility · 1Y9.0%

3.3%Yield7.8%

$500MAssets$46.6B

4–0JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPI7.84%$784

RSSB3.27%$327

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

RSSB$327 − $39 = $288

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: RSSB, JEPI

Today

0.0%most shared, RSSB and JEPI

RSSBJEPI

RSSB—0.0%

JEPI0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.2%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

RSSBWorst drop−11.6%17.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIRSSB

+8.6%Year to date+6.5%

7.8%Yield3.3%

+11.2%Past year+7.7%

0.35%Fee0.39%

4–0JEPI wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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RSSB and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two