Compare · 2 funds side by side · dividends reinvested

TOCT and JEPI

TOCTInnovator×JEPIJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,429JEPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the two · RiskSmallest drop

TOCT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B1.3

Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to October 2027Unsorted0.79%0.00%+3.1%+4.0%[…][…]−2.0%2.9%$14M1.7

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

End-of-day Nov 10, 2026 · returns include dividends · since: TOCT 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to October 2027 · $14M[…]

TOCT

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,429

$10,000 five years ago, dividends reinvested

TOCTMeasureJEPI

+3.1%

More Ways to See the Pairs

TOCT vs JEPI: Top 5 Holdings

Today

TOCT

[…]in top 5

JEPI

in top 59.8%

TOCTStockJEPI

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: TOCT, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

TOCT0.79%$79

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

Yields: TOCT, JEPI

1Y

7.92%highest, JEPI

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+7.6%

+4.0%1 yearTotal return+10.6%

[…]3 years · per year$10,000 became […] · $13,634+10.9%

[…]5 years · per year$10,000 became […] · $14,429+7.6%

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

0.00%Trailing 12-mo yield$0 · $792 a year on $10k7.92%

−2.0%Worst dropSmaller is better−6.7%

2.9%VolatilityLower is calmer9.0%

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

2–4JEPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

TOCT vs JEPI Returns, Every Period

1Y

InnovatorTOCT

+4.0%

past year

JEPIJ.P. Morgan

+10.6%

past year

TOCTJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: TOCT vs JEPI

YTD

InnovatorTOCT

+3.1%

JEPIJ.P. Morgan

+7.6%

+3.1%Year to date+7.6%

−2.0%Worst drop · 1Y−6.7%

2.9%Volatility · 1Y9.0%

0.0%Yield7.9%

$13.6MAssets$45.2B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPI7.92%$792

TOCT0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

TOCT$0 − $79 = −$79

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: TOCT, JEPI

Today

[…]holdings […]

TOCTJEPI

TOCT—[…]

JEPI[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

TOCTWorst drop−2.0%2.9% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPITOCT

+7.6%Year to date+3.1%

7.9%Yield0.0%

+10.6%Past year+4.0%

0.35%Fee0.79%

4–0JEPI wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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TOCT and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two