Compare · 2 funds side by side · dividends reinvested

SHRT and JEPI

SHRTGotham×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

SHRT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.0

Gotham Short Strategies ETFLeveraged · Bear1.35%0.07%−6.0%−1.6%[…][…]−19.6%14.4%$13M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: SHRT 2008 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Gotham Short Strategies ETF · $13M[…]

SHRT

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

SHRTMeasureJEPI

−6.0%Year to dateJan 1 → Nov 6+5.3%

−1.6%1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

1.35%Expense ratio$135 · $35 a year on $10k · lower is better0.35%

0.07%Trailing 12-mo yield$7 · $809 a year on $10k8.09%

−19.6%Worst dropSmaller is better−6.7%

14.4%VolatilityLower is calmer8.8%

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

0–6JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHRT vs JEPI: Top 5 Holdings

Today

SHRT

3.2%in top 5

JEPI

in top 59.9%

SHRTStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

0.7%XOMnot top 5

0.7%DDnot top 5

0.6%HONnot top 5

0.6%PTGXnot top 5

0.6%EQXnot top 5

Held in common4.1%

End-of-day Nov 6, 2026 · share of each fund

SHRT vs JEPI Returns, Every Period

GothamSHRT

−1.6%

past year

JEPIJ.P. Morgan

+8.2%

past year

SHRTJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: SHRT vs JEPI

YTD

GothamSHRT

−6.0%

JEPIJ.P. Morgan

+5.3%

−6.0%Year to date+5.3%

−19.6%Worst drop · 1Y−6.7%

14.4%Volatility · 1Y8.8%

0.1%Yield8.1%

$13.2MAssets$46.8B

4–0JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHRT, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SHRT1.35%$135

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SHRT, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SHRT0.07%$7

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SHRT$7 − $135 = −$128

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SHRT, JEPI

Today

4.1%most shared, SHRT and JEPI

SHRTJEPI

SHRT—4.1%

JEPI4.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

SHRTWorst drop−19.6%14.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISHRT

+5.3%Year to date−6.0%

8.1%Yield0.1%

+8.2%Past year−1.6%

0.35%Fee1.35%

4–0JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026