Compare · 2 funds side by side · dividends reinvested

TOPC and JEPI

TOPCiShares×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

TOPC 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%$45.2B1.4

iShares S&P 500 3% Capped ETFLow-Cost Core · S&P 5000.15%1.06%+9.2%+10.6%[…][…]−8.0%13.0%$32M1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: TOPC 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 3% Capped ETF · $32M[…]

TOPC

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 42.4% in common

TOPCMeasureJEPI

+9.2%Year to dateJan 1 → Nov 6+5.3%

+10.6%1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

1.06%Trailing 12-mo yield$106 · $809 a year on $10k8.09%

−8.0%Worst dropSmaller is better−6.7%

13.0%VolatilityLower is calmer8.8%

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

3–3Level

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

More Ways to See the Pairs

TOPC vs JEPI: Top 5 Holdings

Today

TOPC

15.0%in top 5

JEPI

in top 59.9%

TOPCStockJEPI

3.4%AAPL2.0%

3.4%MSFT2.0%

3.2%AMZNnot top 5

2.5%METAnot top 5

2.5%NVDAnot top 5

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common42.4%

End-of-day Nov 6, 2026 · share of each fund

TOPC vs JEPI Returns, Every Period

iSharesTOPC

+10.6%

past year

JEPIJ.P. Morgan

+8.2%

past year

TOPCJEPIFaded: behind in that period

2–0TOPC wins

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

Core vs Income: TOPC vs JEPI

YTD

iSharesTOPC

+9.2%

JEPIJ.P. Morgan

+5.3%

+9.2%Year to date+5.3%

−8.0%Worst drop · 1Y−6.7%

13.0%Volatility · 1Y8.8%

1.1%Yield8.1%

$31.9MAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: TOPC, JEPI

Today

0.15%lowest, TOPC

FundExpense ratioFee$10k

TOPC0.15%$15

JEPI0.35%$35

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

Yields: TOPC, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

TOPC1.06%$106

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

TOPC$106 − $15 = $91

KeptFee

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

Overlap: TOPC, JEPI

Today

42.4%most shared, TOPC and JEPI

TOPCJEPI

TOPC—42.4%

JEPI42.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.6%TOPC, at 13.0% volatility

JEPIWorst drop−6.7%8.8% vol

TOPCWorst drop−8.0%13.0% vol

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

Paid More vs Made More

YTD

JEPITOPC

+5.3%Year to date+9.2%

8.1%Yield1.1%

+8.2%Past year+10.6%

0.35%Fee0.15%

3–1TOPC 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