INDY vs JEPI
5Y+4.1%3 years · per year$11,275 · $13,679+11.0%
+1.2%5 years · per year$10,636 · $14,448+7.6%
0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%
8.90%12-mo yield$890 · $793 on $10k7.93%
−19.1%Worst dropSmaller wins−6.7%
15.8%VolatilityLower wins9.0%
1–5JEPI wins
$10,000 · 5 yearsAll three, one scale
Shared top holdingsINDY · JEPI
They share no top holdings, or holdings aren’t on file […]
Held in common0.0%
End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two