Compare · 2 funds side by side · dividends reinvested

SNPD and JEPI

SNPDXtrackers×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

SNPD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Xtrackers S&P Dividend Aristocrats Screened ETFIncome · Dividend stocks0.15%3.10%+18.3%+22.3%+14.4%[…]−8.7%12.4%$4M1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.5

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: SNPD 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers S&P Dividend Aristocrats Screened ETF · $4M[…]

SNPD

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 9.8% in common

SNPDMeasureJEPI

+18.3%Year to dateJan 1 → Nov 6+5.3%

+22.3%1 yearTotal return+8.2%

+14.4%3 years · per year$10,000 became $14,964 · $13,562+10.7%

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

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

3.10%Trailing 12-mo yield$310 · $809 a year on $10k8.09%

−8.7%Worst dropSmaller is better−6.7%

12.4%VolatilityLower is calmer8.8%

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

4–3SNPD wins

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

More Ways to See the Pairs

SNPD vs JEPI: Top 5 Holdings

Today

SNPD

14.1%in top 5

JEPI

in top 59.9%

SNPDStockJEPI

3.6%RHInot top 5

3.1%VZnot top 5

2.9%BBYnot top 5

2.3%AMCRnot top 5

2.3%TGTnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common9.8%

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

SNPD vs JEPI Returns, Every Period

XtrackersSNPD

+22.3%

past year

JEPIJ.P. Morgan

+8.2%

past year

SNPDJEPIFaded: behind in that period

3–0SNPD wins

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

SNPD vs JEPI

YTD

XtrackersSNPD

+18.3%

JEPIJ.P. Morgan

+5.3%

+18.3%Year to date+5.3%

−8.7%Worst drop · 1Y−6.7%

12.4%Volatility · 1Y8.8%

3.1%Yield8.1%

$3.8MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: SNPD, JEPI

Today

0.15%lowest, SNPD

FundExpense ratioFee$10k

SNPD0.15%$15

JEPI0.35%$35

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

Yields: SNPD, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SNPD3.10%$310

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SNPD$310 − $15 = $295

KeptFee

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

Overlap: SNPD, JEPI

Today

9.8%most shared, SNPD and JEPI

SNPDJEPI

SNPD—9.8%

JEPI9.8%—

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

Return vs Bumpiness: 2 ETFs

+22.3%SNPD, at 12.4% volatility

JEPIWorst drop−6.7%8.8% vol

SNPDWorst drop−8.7%12.4% vol

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

Paid More vs Made More

YTD

JEPISNPD

+5.3%Year to date+18.3%

8.1%Yield3.1%

+8.2%Past year+22.3%

0.35%Fee0.15%

3–1SNPD 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