Compare · 3 funds side by side · dividends reinvested

EFA, JEPQ and JEPI

EFAiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,434EFA · best of the three

02 / 04

EFA, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI EAFE ETFInternational · Developed0.32%3.18%+11.8%+15.7%+20.3%+9.1%−11.4%16.1%$78.1B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: EFA 2001 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI EAFE ETF · $78.1B$15,434

EFA

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

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

EFAMeasureJEPQ

+11.8%Year to dateJan 1 → Nov 4+8.5%

+15.7%1 yearTotal return+9.3%

+20.3%3 years · per year$10,000 became $17,423 · $17,406+20.3%

+9.1%5 years · per year$10,000 became $15,434 · […][…]

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

3.18%Trailing 12-mo yield$318 · $1,217 a year on $10k12.17%

−11.4%Worst dropSmaller is better−8.8%

16.1%VolatilityLower is calmer15.5%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EFA vs JEPQ: Top 5 Holdings

Today

EFA

8.5%in top 5

JEPQ

in top 527.9%

EFAStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

2.8%ASML.ASnot top 5

1.6%ROP.SWnot top 5

1.4%SHEL.Lnot top 5

1.4%NOVN.SWnot top 5

1.4%HSBA.Lnot top 5

Held in common0.1%

End-of-day Nov 4, 2026 · share of each fund

EFA vs JEPQ Returns, Every Period

iSharesEFA

+15.7%

past year

JEPQJ.P. Morgan

+9.3%

past year

EFAJEPQFaded: behind in that period

2–0EFA wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Income: EFA vs JEPQ

YTD

iSharesEFA

+11.8%

JEPQJ.P. Morgan

+8.5%

+11.8%Year to date+8.5%

−11.4%Worst drop · 1Y−8.8%

16.1%Volatility · 1Y15.5%

3.2%Yield12.2%

$78.1BAssets$42.1B

3–1JEPQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EFA, JEPQ, JEPI

Today

0.32%lowest, EFA

FundExpense ratioFee$10k

EFA0.32%$32

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EFA, JEPQ, JEPI

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

JEPI7.83%$783

EFA3.18%$318

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

JEPI$783 − $35 = $748

EFA$318 − $32 = $286

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EFA, JEPQ, JEPI

Today

27.0%most shared, JEPQ and JEPI

EFAJEPQJEPI

EFA—0.1%0.0%

JEPQ0.1%—27.0%

JEPI0.0%27.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.7%EFA, at 16.1% volatility

JEPIWorst drop−6.7%8.1% vol

JEPQWorst drop−8.8%15.5% vol

EFAWorst drop−11.4%16.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQEFA

+8.5%Year to date+11.8%

12.2%Yield3.2%

+9.3%Past year+15.7%

0.35%Fee0.32%

3–1EFA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026