Compare · 2 funds side by side · dividends reinvested

WTIP and JEPI

WTIPWisdomTree×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

WTIP 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%$46.8B1.4

WisdomTree Inflation Plus FundUnsorted0.65%9.40%+8.7%+14.9%[…][…]−16.5%17.4%$27M1.5

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: WTIP 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Inflation Plus Fund · $27M[…]

WTIP

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

WTIPMeasureJEPI

+8.7%Year to dateJan 1 → Nov 6+5.3%

+14.9%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%

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

9.40%Trailing 12-mo yield$940 · $809 a year on $10k8.09%

−16.5%Worst dropSmaller is better−6.7%

17.4%VolatilityLower is calmer8.8%

WTIPJEPI 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

WTIP vs JEPI: Top 5 Holdings

Today

WTIP

16.2%in top 5

JEPI

in top 59.9%

WTIPStockJEPI

3.3%91282CPHnot top 5

3.3%91282CQPnot top 5

3.3%91282CNBnot top 5

3.2%91282CLVnot top 5

3.1%91282CKLnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common0.0%

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

WTIP vs JEPI Returns, Every Period

WisdomTreeWTIP

+14.9%

past year

JEPIJ.P. Morgan

+8.2%

past year

WTIPJEPIFaded: behind in that period

2–0WTIP wins

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

Unsorted vs Income: WTIP vs JEPI

YTD

WisdomTreeWTIP

+8.7%

JEPIJ.P. Morgan

+5.3%

+8.7%Year to date+5.3%

−16.5%Worst drop · 1Y−6.7%

17.4%Volatility · 1Y8.8%

9.4%Yield8.1%

$27.3MAssets$46.8B

2–2level

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

Cost, Income and Risk

Fees: WTIP, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

WTIP0.65%$65

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

Yields: WTIP, JEPI

9.40%highest, WTIP

FundTrailing yieldYield$10k

WTIP9.40%$940

JEPI8.09%$809

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

Income After Fees on $10,000

$875most kept, WTIP

WTIP$940 − $65 = $875

JEPI$809 − $35 = $774

KeptFee

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

Overlap: WTIP, JEPI

Today

0.0%most shared, WTIP and JEPI

WTIPJEPI

WTIP—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+14.9%WTIP, at 17.4% volatility

JEPIWorst drop−6.7%8.8% vol

WTIPWorst drop−16.5%17.4% vol

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

Paid More vs Made More

YTD

WTIPJEPI

+8.7%Year to date+5.3%

9.4%Yield8.1%

+14.9%Past year+8.2%

0.65%Fee0.35%

3–1WTIP 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026