Compare · 2 funds side by side · dividends reinvested

SCIO and JEPI

SCIOFirst Trust×JEPIJ.P. Morgan×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,519JEPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the two · RiskSmallest drop

SCIO and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B1.3

First Trust Structured Credit Income Opportunities ETFBonds & Cash · Corporate0.70%5.71%+0.9%+1.7%[…][…]−2.7%2.6%$577M1.7

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

End-of-day Nov 13, 2026 · returns include dividends · since: SCIO 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Structured Credit Income Opportunities ETF · $577M[…]

SCIO

JEPI

JPMorgan Equity Premium Income ETF · $47.1B$14,519

$10,000 five years ago, dividends reinvested

SCIOMeasureJEPI

+0.9%

More Ways to See the Pairs

SCIO vs JEPI: Top 5 Holdings

Today

SCIO

[…]in top 5

JEPI

in top 59.7%

SCIOStockJEPI

not top 5MA2.0%

not top 5AAPL2.0%

not top 5MSFT1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: SCIO, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SCIO0.70%$70

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SCIO, JEPI

1Y

7.87%highest, JEPI

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+8.2%

+1.7%1 yearTotal return+9.6%

[…]3 years · per year$10,000 became […] · $13,696+11.1%

[…]5 years · per year$10,000 became […] · $14,519+7.7%

0.70%Expense ratio$70 · $35 a year on $10k · lower is better0.35%

5.71%Trailing 12-mo yield$571 · $787 a year on $10k7.87%

−2.7%Worst dropSmaller is better−6.7%

2.6%VolatilityLower is calmer9.0%

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

2–4JEPI wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

SCIO vs JEPI Returns, Every Period

1Y

First TrustSCIO

+1.7%

past year

JEPIJ.P. Morgan

+9.6%

past year

SCIOJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Bonds vs Income: SCIO vs JEPI

YTD

First TrustSCIO

+0.9%

JEPIJ.P. Morgan

+8.2%

+0.9%Year to date+8.2%

−2.7%Worst drop · 1Y−6.7%

2.6%Volatility · 1Y9.0%

5.7%Yield7.9%

$577MAssets$47.1B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPI7.87%$787

SCIO5.71%$571

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

SCIO$571 − $70 = $501

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SCIO, JEPI

Today

[…]holdings […]

SCIOJEPI

SCIO—[…]

JEPI[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+9.6%JEPI, at 9.0% volatility

SCIOWorst drop−2.7%2.6% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCIO

+8.2%Year to date+0.9%

7.9%Yield5.7%

+9.6%Past year+1.7%

0.35%Fee0.70%

4–0JEPI wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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SCIO and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two