Compare · 2 funds side by side · dividends reinvested

SPUS and JEPI

SPUSSP Funds×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,560SPUS · best of the two

02 / 04

SPUS and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SP Funds S&P 500 Sharia Industry Exclusions ETFUS Stock Styles · Large cap0.45%0.52%+15.4%+14.0%+26.1%+14.4%−10.7%16.1%$3.3B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: SPUS 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

SP Funds S&P 500 Sharia Industry Exclusions ETF · $3.3B$19,560

SPUS

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 27.3% in common

SPUSMeasureJEPI

+15.4%Year to dateJan 1 → Nov 4+8.8%

+14.0%1 yearTotal return+11.9%

+26.1%3 years · per year$10,000 became $20,062 · $14,269+12.6%

+14.4%5 years · per year$10,000 became $19,560 · $14,635+7.9%

0.45%Expense ratio$45 · $35 a year on $10k · lower is better0.35%

0.52%Trailing 12-mo yield$52 · $783 a year on $10k7.83%

−10.7%Worst dropSmaller is better−6.7%

16.1%VolatilityLower is calmer8.1%

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

4–4Level

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

More Ways to See the Pairs

SPUS vs JEPI: Top 5 Holdings

Today

SPUS

44.6%in top 5

JEPI

in top 59.5%

SPUSStockJEPI

13.2%NVDAnot top 5

12.7%AAPL1.9%

10.2%MSFT1.9%

4.3%GOOGLnot top 5

4.2%AVGOnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common27.3%

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

SPUS vs JEPI Returns, Every Period

SP FundsSPUS

+14.4%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

SPUSJEPIFaded: behind in that period

4–0SPUS wins

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

Stocks vs Income: SPUS vs JEPI

YTD

SP FundsSPUS

+15.4%

JEPIJ.P. Morgan

+8.8%

+15.4%Year to date+8.8%

−10.7%Worst drop · 1Y−6.7%

16.1%Volatility · 1Y8.1%

0.5%Yield7.8%

$3.3BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: SPUS, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SPUS0.45%$45

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

Yields: SPUS, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

SPUS0.52%$52

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SPUS$52 − $45 = $7

KeptFee

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

Overlap: SPUS, JEPI

Today

27.3%most shared, SPUS and JEPI

SPUSJEPI

SPUS—27.3%

JEPI27.3%—

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

Return vs Bumpiness: 2 ETFs

+14.0%SPUS, at 16.1% volatility

JEPIWorst drop−6.7%8.1% vol

SPUSWorst drop−10.7%16.1% vol

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

Paid More vs Made More

YTD

JEPISPUS

+8.8%Year to date+15.4%

7.8%Yield0.5%

+11.9%Past year+14.0%

0.35%Fee0.45%

2–2level

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