Compare · 2 funds side by side · dividends reinvested

SOLM and JEPI

SOLMAmplify×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

SOLM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.1

Amplify ETF Trust - Amplify Solana 3% Monthly Option Income ETFIncome · Covered calls0.75%61.19%−47.0%−57.9%[…][…]−63.4%63.3%$2M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: SOLM 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Amplify ETF Trust - Amplify Solana 3% Monthly Option Income ETF · $2M[…]

SOLM

JEPI

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

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

SOLMMeasureJEPI

−47.0%Year to dateJan 1 → Nov 6+5.3%

−57.9%1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

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

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

61.19%Trailing 12-mo yield$6,119 · $809 a year on $10k8.09%

−63.4%Worst dropSmaller is better−6.7%

63.3%VolatilityLower is calmer8.8%

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

1–5JEPI wins

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

More Ways to See the Pairs

SOLM vs JEPI: Top 5 Holdings

Today

SOLM

93.8%in top 5

JEPI

in top 59.9%

SOLMStockJEPI

33.5%AGPXXnot top 5

28.6%BSOLnot top 5

13.2%912797VYnot top 5

10.6%912797VZnot top 5

7.9%912797VAnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common0.0%

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

SOLM vs JEPI Returns, Every Period

AmplifySOLM

−57.9%

past year

JEPIJ.P. Morgan

+8.2%

past year

SOLMJEPIFaded: behind in that period

0–2JEPI wins

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

SOLM vs JEPI

YTD

AmplifySOLM

−47.0%

JEPIJ.P. Morgan

+5.3%

−47.0%Year to date+5.3%

−63.4%Worst drop · 1Y−6.7%

63.3%Volatility · 1Y8.8%

61.2%Yield8.1%

$2.0MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: SOLM, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SOLM0.75%$75

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

Yields: SOLM, JEPI

61.19%highest, SOLM

FundTrailing yieldYield$10k

SOLM61.19%$6,119

JEPI8.09%$809

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

Income After Fees on $10,000

$6,044most kept, SOLM

SOLM$6,119 − $75 = $6,044

JEPI$809 − $35 = $774

KeptFee

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

Overlap: SOLM, JEPI

Today

0.0%most shared, SOLM and JEPI

SOLMJEPI

SOLM—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

SOLMWorst drop−63.4%63.3% vol

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

Paid More vs Made More

YTD

SOLMJEPI

−47.0%Year to date+5.3%

61.2%Yield8.1%

−57.9%Past year+8.2%

0.75%Fee0.35%

3–1JEPI 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