BIGY vs JEPI: Yield, Cost and Returns Compared
As of Nov 9, 2026, BIGY yields more: 12.93% (dividend yield) against 7.47% for JEPI. JEPI is cheaper to own at 0.35% a year vs 1.09%. Over the same months (Nov 2024 to Oct 2026), BIGY returned 11.7% a year with distributions reinvested, and JEPI 5.4%.
BIGYYieldMax Target 12 Big 50 Option Income ETF12.93%dividend yield
JEPIJPMorgan Equity Premium Income ETF7.47%dividend yield| Compared | BIGY | JEPI |
|---|---|---|
| YieldDividend yield | 12.93% | 7.47% |
| Expense ratio | 1.09% | 0.35% |
| Total return, 1 yr | +4.6% | +9.6% |
| Total return, 3 yr (a year) | — | +11.5% |
| Total return, 5 yr (a year) | — | +7.4% |
| Worst drop since Nov 2024 | -7.8% | -5.7% |
| Share price since Nov 2024 | −1% | −5% |
| Pays | Monthly | Monthly |
| Issuer | YieldMax | JPMorgan |
| Assets | $31.4M | $46.2B |
| Started | 2024 | 2020 |
| Type | Derivative Income | Derivative Income |
Higher yield
BIGY
12.93%
Lower cost
JEPI
0.35%
Better total return
BIGY
11.7%/yr
Smaller worst drop
JEPI
-5.7%
Key facts: BIGY vs JEPI
Data as of · Source: SmarterDividends data
- As of Nov 9, 2026, BIGY yields 12.93% (dividend yield) and JEPI yields 7.47% (dividend yield).
- BIGY's expense ratio is 1.09% and JEPI's is 0.35%: $109 vs $35 a year on $10,000.
- From Nov 2024 to Oct 2026, $10,000 in BIGY grew to $12,361 (11.7% a year) and $10,000 in JEPI to $11,061 (5.4% a year), distributions reinvested.
- Their worst month-end drops over that time: -7.8% for BIGY and -5.7% for JEPI.
- 2 of BIGY's top ten holdings are also in JEPI's top ten, an overlap of at least 4% of the fund.
Cite this page
SmarterDividends, "BIGY vs JEPI: Yield, Cost and Returns Compared," updated Nov 9, 2026, https://smarterdividends.com/compare/bigy-vs-jepi
$10,000 in each, Nov 2024 to Oct 2026
Distributions reinvested, month-end values, with the S&P 500 for reference.
BIGY became
$12,361
11.7% a year
JEPI became
$11,061
5.4% a year
Top holdings
2 of the top ten overlap, at least 4% of each fund.
BIGY
- AAPL Apple Inc9.2%
- MSFT Microsoft Corp9.1%
- NVDA NVIDIA Corp7.9%
- GOOGL Alphabet Inc Class A7.3%
- AMZN Amazon.com Inc6.2%
- SPCX Space Exploration Technologies Corp Class A4.3%
- TSLA Tesla Inc3.8%
- META Meta Platforms Inc Class A3.7%
- AVGO Broadcom Inc3.6%
- LLY Eli Lilly and Co3.2%
JEPI
- MA Mastercard Inc Class A2.0%
- AAPL Apple Inc1.9%
- MSFT Microsoft Corp1.9%
- V Visa Inc Class A1.9%
- NEE NextEra Energy Inc1.8%
- JNJ Johnson & Johnson1.8%
- EOG EOG Resources Inc1.8%
- MMM 3M Co1.8%
- JIMXX JPMorgan Prime Money Market IM1.8%
- ABBV AbbVie Inc1.8%
BIGY vs JEPI: questions
Is BIGY or JEPI better?
It depends on the job. BIGY pays more today (12.93% vs 7.47%), JEPI costs less, and BIGY has the better total return over Nov 2024 to Oct 2026, with JEPI holding up better in its worst stretch. For income, look at yield and whether the payouts hold up; for growth, total return and drawdowns.
Which pays a higher dividend, BIGY or JEPI?
BIGY, at 12.93% against 7.47% for JEPI as of Nov 9, 2026. On $10,000 that's about $1,293 vs $747 a year at today's rates.
Which has the better total return?
BIGY. From Nov 2024 to Oct 2026, it returned 11.7% a year with distributions reinvested, against 5.4% for JEPI. $10,000 became $12,361 vs $11,061.
Which is cheaper, BIGY or JEPI?
JEPI, with a 0.35% expense ratio against 1.09%.
Do BIGY and JEPI hold the same things?
Partly. 2 of their top ten holdings match (AAPL, MSFT), at least 4% of each fund. Owning both doubles up on those.
Related comparisons
Yields, costs and holdings as each fund reports them (via Yahoo Finance), updated daily; returns from month-end prices with distributions reinvested. JEPI leads on 3 of 5 measures above. For information only, not investment advice. Last fund data: Nov 9, 2026.