Compare · 2 funds side by side · dividends reinvested

XTAP and JEPI

XTAPInnovator×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,577XTAP · best of the two

02 / 04

XTAP and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Accelerated Plus ETFUS Stock Styles · Large cap0.79%0.00%+13.8%+16.1%+17.9%+10.6%−2.1%5.3%$19M1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: XTAP 2021 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Accelerated Plus ETF · $19M$16,577

XTAP

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

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

XTAPMeasureJEPI

+13.8%Year to dateJan 1 → Nov 6+5.3%

+16.1%1 yearTotal return+8.2%

+17.9%3 years · per year$10,000 became $16,378 · $13,562+10.7%

+10.6%5 years · per year$10,000 became $16,577 · $14,118+7.1%

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

0.00%Trailing 12-mo yield$0 · $809 a year on $10k8.09%

−2.1%Worst dropSmaller is better−6.7%

5.3%VolatilityLower is calmer8.8%

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

6–2XTAP wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XTAP vs JEPI: Top 5 Holdings

Today

XTAP

99.2%in top 5

JEPI

in top 59.9%

XTAPStockJEPI

99.2%VOOnot 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

XTAP vs JEPI Returns, Every Period

InnovatorXTAP

+10.6%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

XTAPJEPIFaded: behind in that period

4–0XTAP wins

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

Stocks vs Income: XTAP vs JEPI

YTD

InnovatorXTAP

+13.8%

JEPIJ.P. Morgan

+5.3%

+13.8%Year to date+5.3%

−2.1%Worst drop · 1Y−6.7%

5.3%Volatility · 1Y8.8%

0.0%Yield8.1%

$18.5MAssets$45.2B

3–1XTAP wins

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

Cost, Income and Risk

Fees: XTAP, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

XTAP0.79%$79

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

Yields: XTAP, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

XTAP0.00%$0

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

XTAP$0 − $79 = −$79

KeptFee

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

Overlap: XTAP, JEPI

Today

0.0%most shared, XTAP and JEPI

XTAPJEPI

XTAP—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+16.1%XTAP, at 5.3% volatility

XTAPWorst drop−2.1%5.3% vol

JEPIWorst drop−6.7%8.8% vol

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

Paid More vs Made More

YTD

JEPIXTAP

+5.3%Year to date+13.8%

8.1%Yield0.0%

+8.2%Past year+16.1%

0.35%Fee0.79%

2–2level

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026