Compare · 2 funds side by side · dividends reinvested

EMIF and JEPI

EMIFiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

EMIF and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.1

iShares Emerging Markets Infrastructure ETFThematic · Infrastructure0.60%4.11%+3.0%+7.1%+16.4%+5.7%−17.2%17.1%$13M1.9

Rank among the two1st → 2ndFee, 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: EMIF 2009 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Emerging Markets Infrastructure ETF · $13M$13,184

EMIF

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

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

EMIFMeasureJEPI

+3.0%Year to dateJan 1 → Nov 4+8.8%

+7.1%1 yearTotal return+11.9%

+16.4%3 years · per year$10,000 became $15,780 · $14,269+12.6%

+5.7%5 years · per year$10,000 became $13,184 · $14,635+7.9%

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

4.11%Trailing 12-mo yield$411 · $783 a year on $10k7.83%

−17.2%Worst dropSmaller is better−6.7%

17.1%VolatilityLower is calmer8.1%

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

1–7JEPI wins

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

More Ways to See the Pairs

EMIF vs JEPI: Top 5 Holdings

Today

EMIF

37.2%in top 5

JEPI

in top 59.5%

EMIFStockJEPI

11.0%PACnot top 5

8.6%AOT-R.BKnot top 5

7.6%SBSnot top 5

5.1%ASRnot top 5

4.9%QGTS.QAnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common0.0%

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

EMIF vs JEPI Returns, Every Period

iSharesEMIF

+5.7%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

EMIFJEPIFaded: behind in that period

1–3JEPI wins

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

Thematic vs Income: EMIF vs JEPI

YTD

iSharesEMIF

+3.0%

JEPIJ.P. Morgan

+8.8%

+3.0%Year to date+8.8%

−17.2%Worst drop · 1Y−6.7%

17.1%Volatility · 1Y8.1%

4.1%Yield7.8%

$13.1MAssets$46.0B

4–0JEPI wins

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

Cost, Income and Risk

Fees: EMIF, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

EMIF0.60%$60

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

Yields: EMIF, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

EMIF4.11%$411

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

EMIF$411 − $60 = $351

KeptFee

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

Overlap: EMIF, JEPI

Today

0.0%most shared, EMIF and JEPI

EMIFJEPI

EMIF—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

EMIFWorst drop−17.2%17.1% vol

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

Paid More vs Made More

YTD

JEPIEMIF

+8.8%Year to date+3.0%

7.8%Yield4.1%

+11.9%Past year+7.1%

0.35%Fee0.60%

4–0JEPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026