Compare · 2 funds side by side · dividends reinvested

ACWI and JEPI

ACWIiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,139ACWI · best of the two

02 / 04

ACWI and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI ACWI ETFInternational · Global0.32%1.43%+11.4%+14.1%+21.1%+10.0%−9.7%14.9%$31.5B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ACWI 2008 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI ACWI ETF · $31.5B$16,139

ACWI

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,453

$10,000 five years ago, dividends reinvested · they hold 30.8% in common

ACWIMeasureJEPI

+11.4%Year to dateJan 1 → Nov 9+7.5%

+14.1%1 yearTotal return+10.9%

+21.1%3 years · per year$10,000 became $17,743 · $13,684+11.0%

+10.0%5 years · per year$10,000 became $16,139 · $14,453+7.6%

0.32%Expense ratio$32 · $35 a year on $10k · lower is better0.35%

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

−9.7%Worst dropSmaller is better−6.7%

14.9%VolatilityLower is calmer9.0%

ACWIJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3ACWI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACWI vs JEPI: Top 5 Holdings

Today

ACWI

17.3%in top 5

JEPI

in top 59.9%

ACWIStockJEPI

5.1%AAPL2.0%

4.2%NVDAnot top 5

3.8%MSFT2.0%

2.5%AMZNnot top 5

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

1.7%2330.TWnot top 5

Held in common30.8%

End-of-day Nov 9, 2026 · share of each fund

ACWI vs JEPI Returns, Every Period

iSharesACWI

+10.0%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

ACWIJEPIFaded: behind in that period

4–0ACWI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

International vs Income: ACWI vs JEPI

YTD

iSharesACWI

+11.4%

JEPIJ.P. Morgan

+7.5%

+11.4%Year to date+7.5%

−9.7%Worst drop · 1Y−6.7%

14.9%Volatility · 1Y9.0%

1.4%Yield7.9%

$31.5BAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACWI, JEPI

Today

0.32%lowest, ACWI

FundExpense ratioFee$10k

ACWI0.32%$32

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ACWI, JEPI

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

ACWI1.43%$143

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$757most kept, JEPI

JEPI$792 − $35 = $757

ACWI$143 − $32 = $111

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ACWI, JEPI

Today

30.8%most shared, ACWI and JEPI

ACWIJEPI

ACWI—30.8%

JEPI30.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.1%ACWI, at 14.9% volatility

JEPIWorst drop−6.7%9.0% vol

ACWIWorst drop−9.7%14.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIACWI

+7.5%Year to date+11.4%

7.9%Yield1.4%

+10.9%Past year+14.1%

0.35%Fee0.32%

3–1ACWI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026