UX vs JEPI
5Y[…]3 years · per year[…] · $13,562+10.7%
[…]5 years · per year[…] · $14,118+7.1%
0.77%Expense ratio$77 · $35 on $10k · lower wins0.35%
1.62%12-mo yield$162 · $809 on $10k8.09%
−26.6%Worst dropSmaller wins−6.7%
32.1%VolatilityLower wins8.8%
0–4JEPI wins
$10,000 · 5 yearsOne scale
Shared top holdingsUX · 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