Compare · 2 funds side by side · dividends reinvested

SJCP and JEPI

SJCPSanJac Alpha×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

SJCP 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%$46.1B1.3

SanJac Alpha Core Plus Bond ETFBonds & Cash · Core aggregate0.65%3.87%+1.4%+2.0%[…][…]−2.0%2.3%$7M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: SJCP 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

SanJac Alpha Core Plus Bond ETF · $7M[…]

SJCP

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

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

SJCPMeasureJEPI

+1.4%Year to dateJan 1 → Nov 4+8.8%

+2.0%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

3.87%Trailing 12-mo yield$387 · $783 a year on $10k7.83%

−2.0%Worst dropSmaller is better−6.7%

2.3%VolatilityLower is calmer8.1%

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

2–4JEPI wins

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

More Ways to See the Pairs

SJCP vs JEPI: Top 5 Holdings

Today

SJCP

21.1%in top 5

JEPI

in top 59.5%

SJCPStockJEPI

10.9%RITM-PDnot top 5

3.3%PMTVnot top 5

2.9%DXnot top 5

2.1%PMT-PAnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

1.9%XELLLnot top 5

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

SJCP vs JEPI Returns, Every Period

SanJac AlphaSJCP

+2.0%

past year

JEPIJ.P. Morgan

+11.9%

past year

SJCPJEPIFaded: behind in that period

0–2JEPI wins

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

Bonds vs Income: SJCP vs JEPI

YTD

SanJac AlphaSJCP

+1.4%

JEPIJ.P. Morgan

+8.8%

+1.4%Year to date+8.8%

−2.0%Worst drop · 1Y−6.7%

2.3%Volatility · 1Y8.1%

3.9%Yield7.8%

$7.4MAssets$46.1B

2–2level

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

Cost, Income and Risk

Fees: SJCP, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SJCP0.65%$65

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

Yields: SJCP, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

SJCP3.87%$387

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SJCP$387 − $65 = $322

KeptFee

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

Overlap: SJCP, JEPI

Today

0.0%most shared, SJCP and JEPI

SJCPJEPI

SJCP—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

SJCPWorst drop−2.0%2.3% vol

JEPIWorst drop−6.7%8.1% vol

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

Paid More vs Made More

YTD

JEPISJCP

+8.8%Year to date+1.4%

7.8%Yield3.9%

+11.9%Past year+2.0%

0.35%Fee0.65%

4–0JEPI 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%

$42.1BAssets$46.1B

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%

$123BAssets$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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026