Compare · 2 funds side by side · dividends reinvested

WISE and JEPI

WISEThemes×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,448JEPI · best of the two

02 / 04

WISE and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.0

Themes Generative Artificial Intelligence ETFThematic · AI & semis0.35%5.47%−24.6%−29.5%[…][…]−39.2%36.2%$20M1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: WISE 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Themes Generative Artificial Intelligence ETF · $20M[…]

WISE

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

WISEMeasureJEPI

−24.6%Year to dateJan 1 → Nov 9+7.5%

−29.5%1 yearTotal return+10.9%

[…]3 years · per year$10,000 became […] · $13,679+11.0%

[…]5 years · per year$10,000 became […] · $14,448+7.6%

0.35%Expense ratio$35 · $35 a year on $10k · lower is better0.35%

5.47%Trailing 12-mo yield$547 · $793 a year on $10k7.93%

−39.2%Worst dropSmaller is better−6.7%

36.2%VolatilityLower is calmer9.0%

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

0–5JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WISE vs JEPI: Top 5 Holdings

Today

WISE

27.3%in top 5

JEPI

in top 59.9%

WISEStockJEPI

6.3%IIInot top 5

5.4%NVDAnot top 5

5.3%AInot top 5

5.1%AMDnot top 5

5.1%SNOWnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common8.6%

End-of-day Nov 9, 2026 · share of each fund

WISE vs JEPI Returns, Every Period

ThemesWISE

−29.5%

past year

JEPIJ.P. Morgan

+10.9%

past year

WISEJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Income: WISE vs JEPI

YTD

ThemesWISE

−24.6%

JEPIJ.P. Morgan

+7.5%

−24.6%Year to date+7.5%

−39.2%Worst drop · 1Y−6.7%

36.2%Volatility · 1Y9.0%

5.5%Yield7.9%

$20.2MAssets$45.2B

4–0JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WISE, JEPI

Today

0.35%lowest, WISE

FundExpense ratioFee$10k

WISE0.35%$35

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: WISE, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

WISE5.47%$547

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

WISE$547 − $35 = $512

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: WISE, JEPI

Today

8.6%most shared, WISE and JEPI

WISEJEPI

WISE—8.6%

JEPI8.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.9%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

WISEWorst drop−39.2%36.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIWISE

+7.5%Year to date−24.6%

7.9%Yield5.5%

+10.9%Past year−29.5%

0.35%Fee0.35%

3–0JEPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026