Compare · 2 funds side by side · dividends reinvested

USPX and JEPI

USPXFranklin Templeton×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,991USPX · best of the two

02 / 04

USPX and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Franklin U.S. Equity Index ETFUS Stock Styles · Large cap0.03%1.03%+12.8%+12.7%+24.1%+12.5%−9.1%13.0%$2.1B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.6

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: USPX 2016 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Franklin U.S. Equity Index ETF · $2.1B$17,991

USPX

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 38.4% in common

USPXMeasureJEPI

+12.8%Year to dateJan 1 → Nov 4+8.8%

+12.7%1 yearTotal return+11.9%

+24.1%3 years · per year$10,000 became $19,123 · $14,269+12.6%

+12.5%5 years · per year$10,000 became $17,991 · $14,635+7.9%

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

1.03%Trailing 12-mo yield$103 · $783 a year on $10k7.83%

−9.1%Worst dropSmaller is better−6.7%

13.0%VolatilityLower is calmer8.1%

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

5–3USPX wins

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

More Ways to See the Pairs

USPX vs JEPI: Top 5 Holdings

Today

USPX

27.1%in top 5

JEPI

in top 59.5%

USPXStockJEPI

7.4%AAPL1.9%

7.4%NVDAnot top 5

5.9%MSFT1.9%

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common38.4%

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

USPX vs JEPI Returns, Every Period

Franklin TempletonUSPX

+12.5%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

USPXJEPIFaded: behind in that period

4–0USPX wins

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

Stocks vs Income: USPX vs JEPI

YTD

Franklin TempletonUSPX

+12.8%

JEPIJ.P. Morgan

+8.8%

+12.8%Year to date+8.8%

−9.1%Worst drop · 1Y−6.7%

13.0%Volatility · 1Y8.1%

1.0%Yield7.8%

$2.1BAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: USPX, JEPI

Today

0.03%lowest, USPX

FundExpense ratioFee$10k

USPX0.03%$3

JEPI0.35%$35

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

Yields: USPX, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

USPX1.03%$103

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

USPX$103 − $3 = $100

KeptFee

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

Overlap: USPX, JEPI

Today

38.4%most shared, USPX and JEPI

USPXJEPI

USPX—38.4%

JEPI38.4%—

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

Return vs Bumpiness: 2 ETFs

+12.7%USPX, at 13.0% volatility

JEPIWorst drop−6.7%8.1% vol

USPXWorst drop−9.1%13.0% vol

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

Paid More vs Made More

YTD

JEPIUSPX

+8.8%Year to date+12.8%

7.8%Yield1.0%

+11.9%Past year+12.7%

0.35%Fee0.03%

3–1USPX wins

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%

$42.1BAssets$46.1B

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%

$123BAssets$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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026