Compare · 2 funds side by side · dividends reinvested

SMCY and JEPI

SMCYYieldMax×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,322JEPI · best of the two

02 / 04

SMCY and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.1

YieldMax SMCI Option Income Strategy ETFIncome · Premium income1.01%141.10%−4.4%−39.7%[…][…]−53.9%80.9%$109M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: SMCY 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax SMCI Option Income Strategy ETF · $109M[…]

SMCY

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested

SMCYMeasureJEPI

−4.4%Year to dateJan 1 → Nov 3+7.0%

−39.7%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $14,201+12.4%

[…]5 years · per year$10,000 became […] · $14,322+7.4%

1.01%Expense ratio$101 · $35 a year on $10k · lower is better0.35%

141.10%Trailing 12-mo yield$14,110 · $796 a year on $10k7.96%

−53.9%Worst dropSmaller is better−6.7%

80.9%VolatilityLower is calmer7.9%

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

1–5JEPI wins

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

More Ways to See the Pairs

SMCY vs JEPI: Top 5 Holdings

Today

SMCY

[…]in top 5

JEPI

in top 59.5%

SMCYStockJEPI

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

SMCY vs JEPI Returns, Every Period

YieldMaxSMCY

−39.7%

past year

JEPIJ.P. Morgan

+9.8%

past year

SMCYJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SMCY vs JEPI

YTD

YieldMaxSMCY

−4.4%

JEPIJ.P. Morgan

+7.0%

−4.4%Year to date+7.0%

−53.9%Worst drop · 1Y−6.7%

80.9%Volatility · 1Y7.9%

141.1%Yield8.0%

$109MAssets$46.0B

3–1JEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMCY, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SMCY1.01%$101

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SMCY, JEPI

141.10%highest, SMCY

FundTrailing yieldYield$10k

SMCY141.10%$14,110

JEPI7.96%$796

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$14,009most kept, SMCY

SMCY$14,110 − $101 = $14,009

JEPI$796 − $35 = $761

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SMCY, JEPI

Today

[…]holdings […]

SMCYJEPI

SMCY—[…]

JEPI[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

SMCYWorst drop−53.9%80.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SMCYJEPI

−4.4%Year to date+7.0%

141.1%Yield8.0%

−39.7%Past year+9.8%

1.01%Fee0.35%

3–1JEPI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026