Compare · 2 funds side by side · dividends reinvested

SRTY and JEPI

SRTYProShares×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

SRTY 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%$45.2B1.0

ProShares - UltraPro Short Russell2000Leveraged · 3x1.10%5.57%−32.5%−35.2%−48.1%−28.1%−60.9%55.6%$76M2.0

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: SRTY 2010 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - UltraPro Short Russell2000 · $76M$1,925

SRTY

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

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

SRTYMeasureJEPI

−32.5%Year to dateJan 1 → Nov 6+5.3%

−35.2%1 yearTotal return+8.2%

−48.1%3 years · per year$10,000 became $1,395 · $13,562+10.7%

−28.1%5 years · per year$10,000 became $1,925 · $14,118+7.1%

1.10%Expense ratio$110 · $35 a year on $10k · lower is better0.35%

5.57%Trailing 12-mo yield$557 · $809 a year on $10k8.09%

−60.9%Worst dropSmaller is better−6.7%

55.6%VolatilityLower is calmer8.8%

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

0–8JEPI wins

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

More Ways to See the Pairs

SRTY vs JEPI: Top 5 Holdings

Today

SRTY

55.9%in top 5

JEPI

in top 59.9%

SRTYStockJEPI

55.9%IQMMnot 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

SRTY vs JEPI Returns, Every Period

ProSharesSRTY

−28.1%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

SRTYJEPIFaded: behind in that period

0–4JEPI wins

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

Leveraged vs Income: SRTY vs JEPI

YTD

ProSharesSRTY

−32.5%

JEPIJ.P. Morgan

+5.3%

−32.5%Year to date+5.3%

−60.9%Worst drop · 1Y−6.7%

55.6%Volatility · 1Y8.8%

5.6%Yield8.1%

$76.0MAssets$45.2B

4–0JEPI wins

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

Cost, Income and Risk

Fees: SRTY, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SRTY1.10%$110

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

Yields: SRTY, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SRTY5.57%$557

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SRTY$557 − $110 = $447

KeptFee

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

Overlap: SRTY, JEPI

Today

0.0%most shared, SRTY and JEPI

SRTYJEPI

SRTY—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

SRTYWorst drop−60.9%55.6% vol

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

Paid More vs Made More

YTD

JEPISRTY

+5.3%Year to date−32.5%

8.1%Yield5.6%

+8.2%Past year−35.2%

0.35%Fee1.10%

4–0JEPI 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026