Compare · 3 funds side by side · dividends reinvested

EFV, JEPQ and JEPI

EFViShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,574EFV · best of the three

02 / 04

EFV, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI EAFE Value ETFInternational · Developed0.31%4.49%+17.0%+24.8%+25.5%+14.4%−10.9%14.8%$31.1B1.6

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%$42.1B2.3

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: EFV 2005 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI EAFE Value ETF · $31.1B$19,574

EFV

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

EFVMeasureJEPQ

+17.0%Year to dateJan 1 → Nov 4+8.5%

+24.8%1 yearTotal return+9.3%

+25.5%3 years · per year$10,000 became $19,745 · $17,406+20.3%

+14.4%5 years · per year$10,000 became $19,574 · […][…]

0.31%Expense ratio$31 · $35 a year on $10k · lower is better0.35%

4.49%Trailing 12-mo yield$449 · $1,217 a year on $10k12.17%

−10.9%Worst dropSmaller is better−8.8%

14.8%VolatilityLower is calmer15.5%

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

5–2EFV wins

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

More Ways to See the Pairs

EFV vs JEPQ: Top 5 Holdings

Today

EFV

12.0%in top 5

JEPQ

in top 527.9%

EFVStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

2.8%SHEL.Lnot top 5

2.7%HSBA.Lnot top 5

2.4%NESN.SWnot top 5

2.1%8306.Tnot top 5

2.0%ROP.SWnot top 5

Held in common0.2%

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

EFV vs JEPQ Returns, Every Period

iSharesEFV

+24.8%

past year

JEPQJ.P. Morgan

+9.3%

past year

EFVJEPQFaded: behind in that period

3–0EFV wins

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

International vs Income: EFV vs JEPQ

YTD

iSharesEFV

+17.0%

JEPQJ.P. Morgan

+8.5%

+17.0%Year to date+8.5%

−10.9%Worst drop · 1Y−8.8%

14.8%Volatility · 1Y15.5%

4.5%Yield12.2%

$31.1BAssets$42.1B

2–2level

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

Cost, Income and Risk

Fees: EFV, JEPQ, JEPI

Today

0.31%lowest, EFV

FundExpense ratioFee$10k

EFV0.31%$31

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: EFV, JEPQ, JEPI

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

JEPI7.83%$783

EFV4.49%$449

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

EFV$449 − $31 = $418

KeptFee

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

Overlap: EFV, JEPQ, JEPI

Today

27.0%most shared, JEPQ and JEPI

EFVJEPQJEPI

EFV—0.2%0.0%

JEPQ0.2%—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

+24.8%EFV, at 14.8% volatility

JEPIWorst drop−6.7%8.1% vol

EFVWorst drop−10.9%14.8% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQEFV

+8.5%Year to date+17.0%

12.2%Yield4.5%

+9.3%Past year+24.8%

0.35%Fee0.31%

3–1EFV 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