Compare · 2 funds side by side · dividends reinvested

SPUT and JEPI

SPUTInnovator×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

SPUT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.4

Innovator Equity Premium Income – Daily PutWrite ETFIncome · Premium income0.79%4.56%+8.9%+10.0%[…][…]−3.8%7.8%$17M1.5

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: SPUT 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Equity Premium Income – Daily PutWrite ETF · $17M[…]

SPUT

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 26.0% in common

SPUTMeasureJEPI

+8.9%Year to dateJan 1 → Nov 4+8.8%

+10.0%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.79%Expense ratio$79 · $35 a year on $10k · lower is better0.35%

4.56%Trailing 12-mo yield$456 · $783 a year on $10k7.83%

−3.8%Worst dropSmaller is better−6.7%

7.8%VolatilityLower is calmer8.1%

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

3–3Level

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

More Ways to See the Pairs

SPUT vs JEPI: Top 5 Holdings

Today

SPUT

13.2%in top 5

JEPI

in top 59.5%

SPUTStockJEPI

3.7%NVDAnot top 5

3.6%AAPL1.9%

2.9%MSFT1.9%

not top 5MA2.0%

not top 5V1.9%

1.8%AMZNnot top 5

not top 5NEE1.8%

1.2%GOOGLnot top 5

Held in common26.0%

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

SPUT vs JEPI Returns, Every Period

InnovatorSPUT

+10.0%

past year

JEPIJ.P. Morgan

+11.9%

past year

SPUTJEPIFaded: behind in that period

1–1Level

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

SPUT vs JEPI

YTD

InnovatorSPUT

+8.9%

JEPIJ.P. Morgan

+8.8%

+8.9%Year to date+8.8%

−3.8%Worst drop · 1Y−6.7%

7.8%Volatility · 1Y8.1%

4.6%Yield7.8%

$17.0MAssets$46.0B

3–1SPUT wins

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

Cost, Income and Risk

Fees: SPUT, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SPUT0.79%$79

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

Yields: SPUT, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

SPUT4.56%$456

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SPUT$456 − $79 = $377

KeptFee

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

Overlap: SPUT, JEPI

Today

26.0%most shared, SPUT and JEPI

SPUTJEPI

SPUT—26.0%

JEPI26.0%—

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

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

SPUTWorst drop−3.8%7.8% vol

JEPIWorst drop−6.7%8.1% vol

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

Paid More vs Made More

YTD

JEPISPUT

+8.8%Year to date+8.9%

7.8%Yield4.6%

+11.9%Past year+10.0%

0.35%Fee0.79%

3–1JEPI 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