Compare · 3 funds side by side · dividends reinvested

ESG, JEPQ and JEPI

ESGFlexShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

−0.1%

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,807ESG · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

ESG, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Northern Trust STOXX US ESG Select ETFUS Stock Styles · Large cap0.33%0.82%+16.3%+17.1%+20.7%+10.9%−8.7%12.5%$137M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: ESG 2016 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Northern Trust STOXX US ESG Select ETF · $137M$16,807

ESG

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.5B[…]

$10,000 five years ago, dividends reinvested · they hold 33.5% in common

ESG

More Ways to See the Pairs

ESG vs JEPQ: Top 5 Holdings

Today

ESG

23.6%in top 5

JEPQ

in top 527.3%

ESGStockJEPQ

5.2%AAPL7.2%

not top 5NVDA5.9%

5.1%MSFT5.6%

4.9%AVGOnot top 5

4.4%LLY

Cost, Income and Risk

Fees: ESG, JEPQ, JEPI

Today

0.33%lowest, ESG

FundExpense ratioFee$10k

ESG0.33%$33

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: ESG, JEPQ, JEPI

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

JEPQ

+16.3%Year to dateJan 1 → Nov 13+6.7%

+17.1%1 yearTotal return+7.6%

+20.7%3 years · per year$10,000 became $17,596 · $16,188+17.4%

+10.9%5 years · per year$10,000 became $16,807 · […][…]

0.33%Expense ratio$33 · $35 a year on $10k · lower is better0.35%

0.82%Trailing 12-mo yield$82 · $1,237 a year on $10k12.37%

−8.7%Worst dropSmaller is better−11.5%

12.5%VolatilityLower is calmer17.0%

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

6–1ESG wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5GOOG4.3%

not top 5AMZN4.2%

4.0%JPMnot top 5

Held in common33.5%

End-of-day Nov 13, 2026 · share of each fund

ESG vs JEPQ Returns, Every Period

1Y

FlexSharesESG

+17.1%

past year

JEPQJ.P. Morgan

+7.6%

past year

ESGJEPQFaded: behind in that period

3–0ESG wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ESG vs JEPQ

YTD

FlexSharesESG

+16.3%

JEPQJ.P. Morgan

+6.7%

+16.3%Year to date+6.7%

−8.7%Worst drop · 1Y−11.5%

12.5%Volatility · 1Y17.0%

0.8%Yield12.4%

$137MAssets$42.5B

3–1ESG wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

ESG0.82%$82

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

JEPI$787 − $35 = $752

ESG$82 − $33 = $49

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: ESG, JEPQ, JEPI

Today

33.5%most shared, ESG and JEPQ

ESGJEPQJEPI

ESG—33.5%32.1%

JEPQ33.5%—28.4%

JEPI32.1%28.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.1%ESG, at 12.5% volatility

JEPIWorst drop−6.7%9.0% vol

ESGWorst drop−8.7%12.5% vol

JEPQWorst drop−11.5%17.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQESG

+6.7%Year to date+16.3%

12.4%Yield0.8%

+7.6%Past year+17.1%

0.35%Fee0.33%

3–1ESG wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

Loading…

ESG, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three