Compare · 2 funds side by side · dividends reinvested

SLTY and JEPI

SLTYYieldMax×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

SLTY 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%$46.0B1.1

YieldMax Ultra Short Option Income Strategy ETFLeveraged · Bear1.35%96.89%−10.0%−8.1%[…][…]−16.6%15.6%$17M1.8

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: SLTY 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax Ultra Short Option Income Strategy ETF · $17M[…]

SLTY

JEPI

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

$10,000 five years ago, dividends reinvested

SLTYMeasureJEPI

−10.0%Year to dateJan 1 → Nov 4+8.8%

−8.1%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%

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

96.89%Trailing 12-mo yield$9,689 · $783 a year on $10k7.83%

−16.6%Worst dropSmaller is better−6.7%

15.6%VolatilityLower is calmer8.1%

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

1–5JEPI wins

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

More Ways to See the Pairs

SLTY vs JEPI: Top 5 Holdings

Today

SLTY

-11.2%in top 5

JEPI

in top 59.5%

SLTYStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

-1.8%TMUSnot top 5

-2.1%TGTnot top 5

-2.4%HPEnot top 5

-2.4%WYNNnot top 5

-2.5%QQQnot top 5

Held in common[…]

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

SLTY vs JEPI Returns, Every Period

YieldMaxSLTY

−8.1%

past year

JEPIJ.P. Morgan

+11.9%

past year

SLTYJEPIFaded: behind in that period

0–2JEPI wins

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

Leveraged vs Income: SLTY vs JEPI

YTD

YieldMaxSLTY

−10.0%

JEPIJ.P. Morgan

+8.8%

−10.0%Year to date+8.8%

−16.6%Worst drop · 1Y−6.7%

15.6%Volatility · 1Y8.1%

96.9%Yield7.8%

$17.4MAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: SLTY, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SLTY1.35%$135

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

Yields: SLTY, JEPI

96.89%highest, SLTY

FundTrailing yieldYield$10k

SLTY96.89%$9,689

JEPI7.83%$783

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

Income After Fees on $10,000

$9,554most kept, SLTY

SLTY$9,689 − $135 = $9,554

JEPI$783 − $35 = $748

KeptFee

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

Overlap: SLTY, JEPI

Today

[…]holdings […]

SLTYJEPI

SLTY—[…]

JEPI[…]—

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

SLTYWorst drop−16.6%15.6% vol

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

Paid More vs Made More

YTD

SLTYJEPI

−10.0%Year to date+8.8%

96.9%Yield7.8%

−8.1%Past year+11.9%

1.35%Fee0.35%

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