Compare · 2 funds side by side · dividends reinvested

SECT and JEPI

SECTMain Management×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,260SECT · best of the two

02 / 04

SECT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.4

Main Sector Rotation ETFUnsorted0.69%0.69%+11.1%+11.3%+21.2%+11.5%−10.7%14.9%$2.8B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SECT 2017 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Main Sector Rotation ETF · $2.8B$17,260

SECT

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

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

SECTMeasureJEPI

+11.1%Year to dateJan 1 → Nov 4+8.8%

+11.3%1 yearTotal return+11.9%

+21.2%3 years · per year$10,000 became $17,803 · $14,269+12.6%

+11.5%5 years · per year$10,000 became $17,260 · $14,635+7.9%

0.69%Expense ratio$69 · $35 a year on $10k · lower is better0.35%

0.69%Trailing 12-mo yield$69 · $783 a year on $10k7.83%

−10.7%Worst dropSmaller is better−6.7%

14.9%VolatilityLower is calmer8.1%

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

3–5JEPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SECT vs JEPI: Top 5 Holdings

Today

SECT

81.9%in top 5

JEPI

in top 59.5%

SECTStockJEPI

38.5%XLKnot top 5

17.1%XLFnot top 5

11.8%XLInot top 5

8.4%XLVnot top 5

6.0%QQQMnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SECT vs JEPI Returns, Every Period

Main ManagementSECT

+11.5%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

SECTJEPIFaded: behind in that period

3–1SECT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: SECT vs JEPI

YTD

Main ManagementSECT

+11.1%

JEPIJ.P. Morgan

+8.8%

+11.1%Year to date+8.8%

−10.7%Worst drop · 1Y−6.7%

14.9%Volatility · 1Y8.1%

0.7%Yield7.8%

$2.8BAssets$46.0B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SECT, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SECT0.69%$69

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SECT, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

SECT0.69%$69

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SECT$69 − $69 = $0

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SECT, JEPI

Today

0.0%most shared, SECT and JEPI

SECTJEPI

SECT—0.0%

JEPI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

SECTWorst drop−10.7%14.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISECT

+8.8%Year to date+11.1%

7.8%Yield0.7%

+11.9%Past year+11.3%

0.35%Fee0.69%

3–1JEPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026