Compare · 2 funds side by side · dividends reinvested

DMXF and JEPQ

DMXFiShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,558DMXF · best of the two

02 / 04

DMXF and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.4

iShares ESG Advanced MSCI EAFE ETFInternational · Developed0.12%4.31%+10.5%+12.3%+17.3%+6.3%−11.8%17.9%$1.0B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: DMXF 2020 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Advanced MSCI EAFE ETF · $1.0B$13,558

DMXF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

DMXFMeasureJEPQ

+10.5%Year to dateJan 1 → Nov 6+3.2%

+12.3%1 yearTotal return+4.5%

+17.3%3 years · per year$10,000 became $16,129 · $16,202+17.4%

+6.3%5 years · per year$10,000 became $13,558 · […][…]

0.12%Expense ratio$12 · $35 a year on $10k · lower is better0.35%

4.31%Trailing 12-mo yield$431 · $1,279 a year on $10k12.79%

−11.8%Worst dropSmaller is better−11.5%

17.9%VolatilityLower is calmer16.7%

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

3–4JEPQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DMXF vs JEPQ: Top 5 Holdings

Today

DMXF

14.2%in top 5

JEPQ

in top 528.9%

DMXFStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

5.1%ASML.ASnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

2.8%NOVN.SWnot top 5

2.3%SAP.DEnot top 5

2.2%8306.Tnot top 5

1.9%ALV.DEnot top 5

Held in common0.1%

End-of-day Nov 6, 2026 · share of each fund

DMXF vs JEPQ Returns, Every Period

iSharesDMXF

+12.3%

past year

JEPQJ.P. Morgan

+4.5%

past year

DMXFJEPQFaded: behind in that period

2–1DMXF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Income: DMXF vs JEPQ

YTD

iSharesDMXF

+10.5%

JEPQJ.P. Morgan

+3.2%

+10.5%Year to date+3.2%

−11.8%Worst drop · 1Y−11.5%

17.9%Volatility · 1Y16.7%

4.3%Yield12.8%

$1.0BAssets$42.6B

3–1JEPQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DMXF, JEPQ

Today

0.12%lowest, DMXF

FundExpense ratioFee$10k

DMXF0.12%$12

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DMXF, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

DMXF4.31%$431

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

DMXF$431 − $12 = $419

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DMXF, JEPQ

Today

0.1%most shared, DMXF and JEPQ

DMXFJEPQ

DMXF—0.1%

JEPQ0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.3%DMXF, at 17.9% volatility

JEPQWorst drop−11.5%16.7% vol

DMXFWorst drop−11.8%17.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDMXF

+3.2%Year to date+10.5%

12.8%Yield4.3%

+4.5%Past year+12.3%

0.35%Fee0.12%

3–1DMXF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026