JMST vs JEPI5YJMSTJMSTAvsBJEPIJEPIJPMorgan Ultra-Short Municipal Income ETF · $8.5BJPMorgan Equity Premium Income ETF · $46.6BReturns · dividends in+3.3%3 years · per year$11,029 · $13,634+10.9%+2.5%5 years · per year$11,308 · $14,429+7.6%Cost and income0.18%Expense ratio$18 · $35 on $10k · lower wins0.35%2.54%12-mo yield$254 · $792 on $10k7.92%Risk · 1 yearEnd-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
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.92%+0.1%+7.6%+10.6%+10.9%+7.6%−6.7%$46.6B2AJMSTJPMorgan Ultra-Short Municipal Income ETFReadDesk0.18%2.54%0.0%+2.1%+2.6%+3.3%+2.5%−0.6%$8.5BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.92%+0.1%+7.6%+10.6%+10.9%+7.6%−6.7%$46.6B2AJMSTJPMorgan Ultra-Short Municipal Income ETFReadDesk0.18%2.54%0.0%+2.1%+2.6%+3.3%+2.5%−0.6%$8.5BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: JMST, JEPIToday[…]holdings […]JMSTJEPIJMST—[…]JEPI[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
JMST vs JEPI5YAJMSTJPMorgan Ultra-Short Municipal Income$11,308vsJEPIBJPMorgan Equity Premium Income$14,429$10k$12k$14kNov 2021Nov 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: JMST, JEPIToday[…]holdings […]JMSTJEPIJMST—[…]JEPI[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$757most kept, JEPIJEPI$792 − $35 = $757JMST$254 − $18 = $236KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee