Compare · 2 funds side by side · dividends reinvested

STOX and JEPI

STOXHorizon Funds×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

STOX 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%$46.0B1.3

Horizon Funds - Horizon Core Equity ETFIncome · Covered calls0.70%0.17%+13.6%+14.4%[…][…]−9.3%13.0%$237M1.7

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: STOX 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Funds - Horizon Core Equity ETF · $237M[…]

STOX

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 33.7% in common

STOXMeasureJEPI

+13.6%Year to dateJan 1 → Nov 4+8.8%

+14.4%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%

0.70%Expense ratio$70 · $35 a year on $10k · lower is better0.35%

0.17%Trailing 12-mo yield$17 · $783 a year on $10k7.83%

−9.3%Worst dropSmaller is better−6.7%

13.0%VolatilityLower is calmer8.1%

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

2–4JEPI wins

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

More Ways to See the Pairs

STOX vs JEPI: Top 5 Holdings

Today

STOX

25.2%in top 5

JEPI

in top 59.5%

STOXStockJEPI

6.4%MAGSnot top 5

6.3%NVDAnot top 5

5.5%MSFT1.9%

4.4%GOOGLnot top 5

2.5%AVGOnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common33.7%

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

STOX vs JEPI Returns, Every Period

Horizon FundsSTOX

+14.4%

past year

JEPIJ.P. Morgan

+11.9%

past year

STOXJEPIFaded: behind in that period

2–0STOX wins

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

STOX vs JEPI

YTD

Horizon FundsSTOX

+13.6%

JEPIJ.P. Morgan

+8.8%

+13.6%Year to date+8.8%

−9.3%Worst drop · 1Y−6.7%

13.0%Volatility · 1Y8.1%

0.2%Yield7.8%

$237MAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: STOX, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

STOX0.70%$70

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

Yields: STOX, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

STOX0.17%$17

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

STOX$17 − $70 = −$53

KeptFee

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

Overlap: STOX, JEPI

Today

33.7%most shared, STOX and JEPI

STOXJEPI

STOX—33.7%

JEPI33.7%—

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

Return vs Bumpiness: 2 ETFs

+14.4%STOX, at 13.0% volatility

JEPIWorst drop−6.7%8.1% vol

STOXWorst drop−9.3%13.0% vol

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

Paid More vs Made More

YTD

JEPISTOX

+8.8%Year to date+13.6%

7.8%Yield0.2%

+11.9%Past year+14.4%

0.35%Fee0.70%

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