Compare · 2 funds side by side · dividends reinvested

UDEC and JEPI

UDECInnovator×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,382UDEC · best of the two

02 / 04

UDEC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Ultra Buffer ETF - DecemberDefined Outcome · Buffer0.79%0.00%+8.0%+10.1%+14.9%+7.5%−4.4%6.1%$232M1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: UDEC 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Ultra Buffer ETF - December · $232M$14,382

UDEC

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested

UDECMeasureJEPI

+8.0%Year to dateJan 1 → Nov 3+7.0%

+10.1%1 yearTotal return+9.8%

+14.9%3 years · per year$10,000 became $15,150 · $14,201+12.4%

+7.5%5 years · per year$10,000 became $14,382 · $14,322+7.4%

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

0.00%Trailing 12-mo yield$0 · $796 a year on $10k7.96%

−4.4%Worst dropSmaller is better−6.7%

6.1%VolatilityLower is calmer7.9%

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

6–2UDEC wins

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

More Ways to See the Pairs

UDEC vs JEPI: Top 5 Holdings

Today

UDEC

[…]in top 5

JEPI

in top 59.5%

UDECStockJEPI

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

UDEC vs JEPI Returns, Every Period

InnovatorUDEC

+7.5%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

UDECJEPIFaded: behind in that period

4–0UDEC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: UDEC vs JEPI

YTD

InnovatorUDEC

+8.0%

JEPIJ.P. Morgan

+7.0%

+8.0%Year to date+7.0%

−4.4%Worst drop · 1Y−6.7%

6.1%Volatility · 1Y7.9%

0.0%Yield8.0%

$232MAssets$46.0B

3–1UDEC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UDEC, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

UDEC0.79%$79

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: UDEC, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

UDEC0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

UDEC$0 − $79 = −$79

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: UDEC, JEPI

Today

[…]holdings […]

UDECJEPI

UDEC—[…]

JEPI[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.1%UDEC, at 6.1% volatility

UDECWorst drop−4.4%6.1% vol

JEPIWorst drop−6.7%7.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIUDEC

+7.0%Year to date+8.0%

8.0%Yield0.0%

+9.8%Past year+10.1%

0.35%Fee0.79%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026