Compare · 2 funds side by side · dividends reinvested

EFA and JEPI

EFAiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,850EFA · best of the two

02 / 04

EFA and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI EAFE ETFInternational · Developed0.32%3.28%+8.6%+13.5%+19.0%+8.2%−11.4%16.3%$78.1B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: EFA 2001 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI EAFE ETF · $78.1B$14,850

EFA

JEPI

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

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

EFAMeasureJEPI

+8.6%Year to dateJan 1 → Nov 5+5.2%

+13.5%1 yearTotal return+8.3%

+19.0%3 years · per year$10,000 became $16,864 · $13,674+11.0%

+8.2%5 years · per year$10,000 became $14,850 · $14,108+7.1%

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

3.28%Trailing 12-mo yield$328 · $809 a year on $10k8.09%

−11.4%Worst dropSmaller is better−6.7%

16.3%VolatilityLower is calmer8.8%

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

5–3EFA wins

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

More Ways to See the Pairs

EFA vs JEPI: Top 5 Holdings

Today

EFA

8.4%in top 5

JEPI

in top 59.9%

EFAStockJEPI

2.7%ASML.ASnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

1.6%ROP.SWnot top 5

1.4%HSBA.Lnot top 5

1.4%NOVN.SWnot top 5

1.4%SHEL.Lnot top 5

Held in common0.0%

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

EFA vs JEPI Returns, Every Period

iSharesEFA

+8.2%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

EFAJEPIFaded: behind in that period

4–0EFA wins

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

International vs Income: EFA vs JEPI

YTD

iSharesEFA

+8.6%

JEPIJ.P. Morgan

+5.2%

+8.6%Year to date+5.2%

−11.4%Worst drop · 1Y−6.7%

16.3%Volatility · 1Y8.8%

3.3%Yield8.1%

$78.1BAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: EFA, JEPI

Today

0.32%lowest, EFA

FundExpense ratioFee$10k

EFA0.32%$32

JEPI0.35%$35

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

Yields: EFA, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

EFA3.28%$328

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

EFA$328 − $32 = $296

KeptFee

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

Overlap: EFA, JEPI

Today

0.0%most shared, EFA and JEPI

EFAJEPI

EFA—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.5%EFA, at 16.3% volatility

JEPIWorst drop−6.7%8.8% vol

EFAWorst drop−11.4%16.3% vol

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

Paid More vs Made More

YTD

JEPIEFA

+5.2%Year to date+8.6%

8.1%Yield3.3%

+8.3%Past year+13.5%

0.35%Fee0.32%

3–1EFA 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