Compare · 2 funds side by side · dividends reinvested

EFAS and JEPI

EFASGlobal X×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,355EFAS · best of the two

02 / 04

EFAS and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - MSCI SuperDividend EAFE ETFIncome · Dividend stocks0.55%4.89%+18.6%+26.4%+27.8%+14.1%−8.4%11.1%$61M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: EFAS 2016 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Global X - MSCI SuperDividend EAFE ETF · $61M$19,355

EFAS

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

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

EFASMeasureJEPI

+18.6%Year to dateJan 1 → Nov 3+7.0%

+26.4%1 yearTotal return+9.8%

+27.8%3 years · per year$10,000 became $20,884 · $14,201+12.4%

+14.1%5 years · per year$10,000 became $19,355 · $14,322+7.4%

0.55%Expense ratio$55 · $35 a year on $10k · lower is better0.35%

4.89%Trailing 12-mo yield$489 · $796 a year on $10k7.96%

−8.4%Worst dropSmaller is better−6.7%

11.1%VolatilityLower is calmer7.9%

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

4–4Level

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

More Ways to See the Pairs

EFAS vs JEPI: Top 5 Holdings

Today

EFAS

12.8%in top 5

JEPI

in top 59.5%

EFASStockJEPI

2.9%1308.HKnot top 5

2.6%REP.MCnot top 5

2.5%VAR.OLnot top 5

2.5%SW.PAnot top 5

2.3%OMV.VInot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

EFAS vs JEPI Returns, Every Period

Global XEFAS

+14.1%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

EFASJEPIFaded: behind in that period

4–0EFAS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EFAS vs JEPI

YTD

Global XEFAS

+18.6%

JEPIJ.P. Morgan

+7.0%

+18.6%Year to date+7.0%

−8.4%Worst drop · 1Y−6.7%

11.1%Volatility · 1Y7.9%

4.9%Yield8.0%

$61.1MAssets$46.0B

3–1JEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EFAS, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

EFAS0.55%$55

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EFAS, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

EFAS4.89%$489

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

EFAS$489 − $55 = $434

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: EFAS, JEPI

Today

0.0%most shared, EFAS and JEPI

EFASJEPI

EFAS—0.0%

JEPI0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.4%EFAS, at 11.1% volatility

JEPIWorst drop−6.7%7.9% vol

EFASWorst drop−8.4%11.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIEFAS

+7.0%Year to date+18.6%

8.0%Yield4.9%

+9.8%Past year+26.4%

0.35%Fee0.55%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026