HTUS vs JEPI
5Y+23.2%3 years · per year$18,696 · $13,562+10.7%
+14.2%5 years · per year$19,405 · $14,118+7.1%
0.96%Expense ratio$96 · $35 on $10k · lower wins0.35%
10.73%12-mo yield$1,073 · $809 on $10k8.09%
−8.7%Worst dropSmaller wins−6.7%
13.5%VolatilityLower wins8.8%
3–3Level
$10,000 · 5 yearsAll three, one scale
Shared top holdingsHTUS · JEPI
They share no top holdings, or holdings aren’t on file […]
Held in common0.0%
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