Compare · 2 funds side by side · dividends reinvested

YLDY and JEPI

YLDYHorizon Funds×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 / 03

YLDY 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%$46.8B1.0

Horizon Funds - Horizon High Income ETFIncome · Covered calls0.70%1.91%[…][…][…][…][…][…]$21M2.0

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: YLDY 2026 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Funds - Horizon High Income ETF · $21M[…]

YLDY

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 35.6% in common

YLDYMeasureJEPI

[…]Year to dateJan 1 → Nov 6+5.3%

[…]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%

0.70%Expense ratio$70 · $35 a year on $10k · lower is better0.35%

1.91%Trailing 12-mo yield$191 · $809 a year on $10k8.09%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer8.8%

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

0–2JEPI wins

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

More Ways to See the Pairs

YLDY vs JEPI: Top 5 Holdings

Today

YLDY

21.0%in top 5

JEPI

in top 59.9%

YLDYStockJEPI

6.3%MSFT2.0%

6.1%NVDAnot top 5

4.4%GOOGLnot top 5

2.1%AVGOnot top 5

2.1%JPMnot top 5

not top 5MA2.1%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common35.6%

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

YLDY vs JEPI Returns, Every Period

Horizon FundsYLDY

[…]

past year

JEPIJ.P. Morgan

+8.2%

past year

Returns […]

YLDYJEPIFaded: behind in that period

0–0Level

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

YLDY vs JEPI

YTD

Horizon FundsYLDY

[…]

JEPIJ.P. Morgan

+5.3%

[…]Year to date+5.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y8.8%

1.9%Yield8.1%

$21.2MAssets$46.8B

1–0JEPI wins

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

Cost, Income and Risk

Fees: YLDY, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

YLDY0.70%$70

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

Yields: YLDY, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

YLDY1.91%$191

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

YLDY$191 − $70 = $121

KeptFee

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

Overlap: YLDY, JEPI

Today

35.6%most shared, YLDY and JEPI

YLDYJEPI

YLDY—35.6%

JEPI35.6%—

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

Return vs Bumpiness: 2 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

YLDYWorst drop[…][…]

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

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