Compare · 3 funds side by side · dividends reinvested

EFAS, JEPQ and JEPI

EFASGlobal X×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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

02 / 04

EFAS, JEPQ 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%$61M1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.1

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

End-of-day Nov 3, 2026 · returns include dividends · since: EFAS 2016 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

EFAS

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

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

EFASMeasureJEPQ

+18.6%Year to dateJan 1 → Nov 3+7.5%

+26.4%1 yearTotal return+8.6%

+27.8%3 years · per year$10,000 became $20,884 · $17,450+20.4%

+14.1%5 years · per year$10,000 became $19,355 · […][…]

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

4.89%Trailing 12-mo yield$489 · $1,228 a year on $10k12.28%

−8.4%Worst dropSmaller is better−8.8%

11.1%VolatilityLower is calmer15.5%

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

5–2EFAS wins

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 JEPQ: Top 5 Holdings

Today

EFAS

12.8%in top 5

JEPQ

in top 527.5%

EFASStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

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

Held in common0.0%

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

EFAS vs JEPQ Returns, Every Period

Global XEFAS

+26.4%

past year

JEPQJ.P. Morgan

+8.6%

past year

EFASJEPQFaded: behind in that period

3–0EFAS wins

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

EFAS vs JEPQ

YTD

Global XEFAS

+18.6%

JEPQJ.P. Morgan

+7.5%

+18.6%Year to date+7.5%

−8.4%Worst drop · 1Y−8.8%

11.1%Volatility · 1Y15.5%

4.9%Yield12.3%

$61.1MAssets$41.8B

3–1EFAS wins

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

Cost, Income and Risk

Fees: EFAS, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

EFAS0.55%$55

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

Yields: EFAS, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

EFAS4.89%$489

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

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

EFAS$489 − $55 = $434

KeptFee

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

Overlap: EFAS, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

EFASJEPQJEPI

EFAS—0.0%0.0%

JEPQ0.0%—26.6%

JEPI0.0%26.6%—

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

Return vs Bumpiness: 3 ETFs

+26.4%EFAS, at 11.1% volatility

JEPIWorst drop−6.7%7.9% vol

EFASWorst drop−8.4%11.1% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQEFAS

+7.5%Year to date+18.6%

12.3%Yield4.9%

+8.6%Past year+26.4%

0.35%Fee0.55%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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