Compare · 2 funds side by side · dividends reinvested

SDTY and JEPI

SDTYYieldMax×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 incomeSDTY · 28.70% · $2,870 a year on $10k

Story of the two · RiskSmallest drop

SDTY 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%$47.1B1.4

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%28.70%+11.1%+11.5%[…][…]−8.0%12.6%$40M1.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: SDTY 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

JEPI

SDTY

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $40M[…]

$10,000 five years ago, dividends reinvested

JEPIMeasureSDTY

+8.2%

More Ways to See the Pairs

JEPI vs SDTY: Top 5 Holdings

Today

JEPI

9.7%in top 5

SDTY

in top 5[…]

JEPIStockSDTY

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%MSFTnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Cost, Income and Risk

Fees: SDTY, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SDTY1.08%$108

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

Yields: SDTY, JEPI

1Y

28.70%highest, SDTY

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

+11.1%

+9.6%1 yearTotal return+11.5%

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

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

0.35%Expense ratio$35 · $108 a year on $10k · lower is better1.08%

7.87%Trailing 12-mo yield$787 · $2,870 a year on $10k28.70%

−6.7%Worst dropSmaller is better−8.0%

9.0%VolatilityLower is calmer12.6%

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

3–3Level

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

JEPI vs SDTY Returns, Every Period

1Y

J.P. MorganJEPI

+9.6%

past year

SDTYYieldMax

+11.5%

past year

JEPISDTYFaded: behind in that period

0–2SDTY wins

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

JEPI vs SDTY

YTD

J.P. MorganJEPI

+8.2%

SDTYYieldMax

+11.1%

+8.2%Year to date+11.1%

−6.7%Worst drop · 1Y−8.0%

9.0%Volatility · 1Y12.6%

7.9%Yield28.7%

$47.1BAssets$40.2M

2–2level

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

Yield

$10k

SDTY28.70%$2,870

JEPI7.87%$787

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

Income After Fees on $10,000

1Y

$2,762most kept, SDTY

SDTY$2,870 − $108 = $2,762

JEPI$787 − $35 = $752

KeptFee

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

Overlap: SDTY, JEPI

Today

[…]holdings […]

SDTYJEPI

SDTY—[…]

JEPI[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+11.5%SDTY, at 12.6% volatility

JEPIWorst drop−6.7%9.0% vol

SDTYWorst drop−8.0%12.6% vol

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

Paid More vs Made More

YTD

SDTYJEPI

+11.1%Year to date+8.2%

28.7%Yield7.9%

+11.5%Past year+9.6%

1.08%Fee0.35%

3–1SDTY 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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SDTY and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two