Compare · 2 funds side by side · dividends reinvested

RSSL and JEPI

RSSLGlobal X×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 04

RSSL and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.4

Global X - Russell 2000 ETFUS Stock Styles · Small cap0.08%1.38%+10.6%+13.4%[…][…]−11.1%18.8%$1.5B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: RSSL 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Russell 2000 ETF · $1.5B[…]

RSSL

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,108

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

RSSLMeasureJEPI

+10.6%Year to dateJan 1 → Nov 5+5.2%

+13.4%1 yearTotal return+8.3%

[…]3 years · per year$10,000 became […] · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

1.38%Trailing 12-mo yield$138 · $809 a year on $10k8.09%

−11.1%Worst dropSmaller is better−6.7%

18.8%VolatilityLower is calmer8.8%

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

3–3Level

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

More Ways to See the Pairs

RSSL vs JEPI: Top 5 Holdings

Today

RSSL

1.8%in top 5

JEPI

in top 59.9%

RSSLStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%TWSTnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

RSSL vs JEPI Returns, Every Period

Global XRSSL

+13.4%

past year

JEPIJ.P. Morgan

+8.3%

past year

RSSLJEPIFaded: behind in that period

2–0RSSL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: RSSL vs JEPI

YTD

Global XRSSL

+10.6%

JEPIJ.P. Morgan

+5.2%

+10.6%Year to date+5.2%

−11.1%Worst drop · 1Y−6.7%

18.8%Volatility · 1Y8.8%

1.4%Yield8.1%

$1.5BAssets$46.8B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RSSL, JEPI

Today

0.08%lowest, RSSL

FundExpense ratioFee$10k

RSSL0.08%$8

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: RSSL, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

RSSL1.38%$138

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

RSSL$138 − $8 = $130

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: RSSL, JEPI

Today

0.0%most shared, RSSL and JEPI

RSSLJEPI

RSSL—0.0%

JEPI0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%RSSL, at 18.8% volatility

JEPIWorst drop−6.7%8.8% vol

RSSLWorst drop−11.1%18.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIRSSL

+5.2%Year to date+10.6%

8.1%Yield1.4%

+8.3%Past year+13.4%

0.35%Fee0.08%

3–1RSSL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026