JCAL vs JEPI

AJCAL

BJEPI

Measures won0–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,429JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income7.92%JEPI · $792 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common[…]JCAL and JEPI

JCAL

JEPI

JPMorgan California Tax Free Bond ETF · $515MJPMorgan Equity Premium Income ETF · $45.2B

[…]3 years · per year[…] · $13,634+10.9%

[…]5 years · per year[…] · $14,429+7.6%

0.44%Expense ratio$44 · $35 on $10k · lower wins0.35%

1.43%12-mo yield$143 · $792 on $10k7.92%

[…]Worst dropSmaller wins

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
2	AJCAL	JPMorgan California Tax Free Bond ETFRead Desk		0.44%	1.43%	−0.2%	new	new	new	new	[…]	$515M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
2	AJCAL	JPMorgan California Tax Free Bond ETFRead Desk		0.44%	1.43%	−0.2%	new	new	new	new	[…]	$515M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JCAL vs JEPI

JCAL

JPMorgan California Tax Free Bond

[…]

JEPI

JPMorgan Equity Premium Income

$14,429

MeasureJCALJEPI

Fee0.44%0.35%

Cost on $10k a year$44$35

Yield1.43%7.92%

5 years, per year[…]+7.6%

3 years, per year[…]+10.9%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]9.0%

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JCAL vs JEPI

Both

Both

$10,000 in JCAL, JEPI

Overlap: JCAL, JEPI

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Overlap: JCAL, JEPI

Income After Fees on $10,000