HOID vs JEPI
5Y[…]3 years · per year[…] · $13,562+10.7%
[…]5 years · per year[…] · $14,118+7.1%
1.64%Expense ratio$164 · $35 on $10k · lower wins0.35%
[…]12-mo yield[…] · $809 on $10k8.09%
[…]Worst dropSmaller wins−6.7%
[…]VolatilityLower wins8.8%
0–1JEPI wins
$10,000 · 5 yearsAll three, one scale
Shared top holdingsHOID · JEPI
They share no top holdings, or holdings aren’t on file […]
Held in common[…]
End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two