Compare · 2 funds side by side · dividends reinvested

CVIE and JEPI

CVIEEaton Vance×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 04

CVIE and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calvert International Responsible Index ETFInternational · Ex-US broad0.18%2.54%+11.2%+16.3%+21.8%[…]−12.7%19.8%$497M1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: CVIE 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Calvert International Responsible Index ETF · $497M[…]

CVIE

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CVIEMeasureJEPI

+11.2%Year to dateJan 1 → Nov 5+5.2%

+16.3%1 yearTotal return+8.3%

+21.8%3 years · per year$10,000 became $18,057 · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

2.54%Trailing 12-mo yield$254 · $809 a year on $10k8.09%

−12.7%Worst dropSmaller is better−6.7%

19.8%VolatilityLower is calmer8.8%

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

4–3CVIE wins

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

More Ways to See the Pairs

CVIE vs JEPI: Top 5 Holdings

Today

CVIE

13.5%in top 5

JEPI

in top 59.9%

CVIEStockJEPI

5.4%2330.TWnot top 5

2.8%005930.Knot top 5

2.1%000660.Knot top 5

not top 5MA2.0%

not top 5MSFT2.0%

2.0%ASML.ASnot top 5

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

1.3%ROP.SWnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

CVIE vs JEPI Returns, Every Period

Eaton VanceCVIE

+16.3%

past year

JEPIJ.P. Morgan

+8.3%

past year

CVIEJEPIFaded: behind in that period

3–0CVIE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

International vs Income: CVIE vs JEPI

YTD

Eaton VanceCVIE

+11.2%

JEPIJ.P. Morgan

+5.2%

+11.2%Year to date+5.2%

−12.7%Worst drop · 1Y−6.7%

19.8%Volatility · 1Y8.8%

2.5%Yield8.1%

$497MAssets$46.1B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVIE, JEPI

Today

0.18%lowest, CVIE

FundExpense ratioFee$10k

CVIE0.18%$18

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CVIE, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

CVIE2.54%$254

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CVIE$254 − $18 = $236

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CVIE, JEPI

Today

0.0%most shared, CVIE and JEPI

CVIEJEPI

CVIE—0.0%

JEPI0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.3%CVIE, at 19.8% volatility

JEPIWorst drop−6.7%8.8% vol

CVIEWorst drop−12.7%19.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICVIE

+5.2%Year to date+11.2%

8.1%Yield2.5%

+8.3%Past year+16.3%

0.35%Fee0.18%

3–1CVIE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026