Compare · 2 funds side by side · dividends reinvested

SNPE and JEPI

SNPEXtrackers×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,336SNPE · best of the two

02 / 04

SNPE and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Xtrackers S&P 500 Scored & Screened ETFLow-Cost Core · S&P 5000.10%0.97%+12.5%+14.1%+23.6%+12.9%−9.5%13.2%$2.8B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.6

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: SNPE 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers S&P 500 Scored & Screened ETF · $2.8B$18,336

SNPE

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 30.0% in common

SNPEMeasureJEPI

+12.5%Year to dateJan 1 → Nov 4+8.8%

+14.1%1 yearTotal return+11.9%

+23.6%3 years · per year$10,000 became $18,882 · $14,269+12.6%

+12.9%5 years · per year$10,000 became $18,335 · $14,635+7.9%

0.10%Expense ratio$10 · $35 a year on $10k · lower is better0.35%

0.97%Trailing 12-mo yield$97 · $783 a year on $10k7.83%

−9.5%Worst dropSmaller is better−6.7%

13.2%VolatilityLower is calmer8.1%

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

5–3SNPE wins

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

More Ways to See the Pairs

SNPE vs JEPI: Top 5 Holdings

Today

SNPE

32.2%in top 5

JEPI

in top 59.5%

SNPEStockJEPI

12.4%NVDAnot top 5

9.5%MSFT1.9%

4.1%GOOGLnot top 5

3.3%GOOGnot top 5

2.9%LLYnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common30.0%

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

SNPE vs JEPI Returns, Every Period

XtrackersSNPE

+12.9%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

SNPEJEPIFaded: behind in that period

4–0SNPE wins

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

Core vs Income: SNPE vs JEPI

YTD

XtrackersSNPE

+12.5%

JEPIJ.P. Morgan

+8.8%

+12.5%Year to date+8.8%

−9.5%Worst drop · 1Y−6.7%

13.2%Volatility · 1Y8.1%

1.0%Yield7.8%

$2.8BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: SNPE, JEPI

Today

0.10%lowest, SNPE

FundExpense ratioFee$10k

SNPE0.10%$10

JEPI0.35%$35

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

Yields: SNPE, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

SNPE0.97%$97

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SNPE$97 − $10 = $87

KeptFee

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

Overlap: SNPE, JEPI

Today

30.0%most shared, SNPE and JEPI

SNPEJEPI

SNPE—30.0%

JEPI30.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.1%SNPE, at 13.2% volatility

JEPIWorst drop−6.7%8.1% vol

SNPEWorst drop−9.5%13.2% vol

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

Paid More vs Made More

YTD

JEPISNPE

+8.8%Year to date+12.5%

7.8%Yield1.0%

+11.9%Past year+14.1%

0.35%Fee0.10%

3–1SNPE 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