Compare · 2 funds side by side · dividends reinvested

WLTG and JEPI

WLTGWealthTrust×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

WLTG and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.1

WealthTrust DBS Long Term Growth ETFUS Stock Styles · Growth0.77%4.09%+8.2%+10.3%+23.7%[…]−9.6%13.6%$76M1.9

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: WLTG 2021 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

WealthTrust DBS Long Term Growth ETF · $76M[…]

WLTG

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 17.0% in common

WLTGMeasureJEPI

+8.2%Year to dateJan 1 → Nov 4+8.8%

+10.3%1 yearTotal return+11.9%

+23.7%3 years · per year$10,000 became $18,935 · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.77%Expense ratio$77 · $35 a year on $10k · lower is better0.35%

4.09%Trailing 12-mo yield$409 · $783 a year on $10k7.83%

−9.6%Worst dropSmaller is better−6.7%

13.6%VolatilityLower is calmer8.1%

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

1–6JEPI wins

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

More Ways to See the Pairs

WLTG vs JEPI: Top 5 Holdings

Today

WLTG

30.0%in top 5

JEPI

in top 59.5%

WLTGStockJEPI

11.4%BILSnot top 5

5.1%VOnot top 5

4.9%IWBnot top 5

4.3%LLYnot top 5

4.3%QQQnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common17.0%

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

WLTG vs JEPI Returns, Every Period

WealthTrustWLTG

+10.3%

past year

JEPIJ.P. Morgan

+11.9%

past year

WLTGJEPIFaded: behind in that period

1–2JEPI wins

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

Stocks vs Income: WLTG vs JEPI

YTD

WealthTrustWLTG

+8.2%

JEPIJ.P. Morgan

+8.8%

+8.2%Year to date+8.8%

−9.6%Worst drop · 1Y−6.7%

13.6%Volatility · 1Y8.1%

4.1%Yield7.8%

$75.8MAssets$46.1B

4–0JEPI wins

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

Cost, Income and Risk

Fees: WLTG, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

WLTG0.77%$77

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

Yields: WLTG, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

WLTG4.09%$409

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

WLTG$409 − $77 = $332

KeptFee

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

Overlap: WLTG, JEPI

Today

17.0%most shared, WLTG and JEPI

WLTGJEPI

WLTG—17.0%

JEPI17.0%—

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

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

WLTGWorst drop−9.6%13.6% vol

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

Paid More vs Made More

YTD

JEPIWLTG

+8.8%Year to date+8.2%

7.8%Yield4.1%

+11.9%Past year+10.3%

0.35%Fee0.77%

4–0JEPI 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