Compare · 3 funds side by side · dividends reinvested

ESGD, JEPQ and JEPI

ESGDiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,586ESGD · best of the three

02 / 04

ESGD, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Aware MSCI EAFE ETFInternational · Developed0.20%3.38%+8.1%+11.7%+18.1%+7.8%−11.7%16.4%$11.7B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: ESGD 2016 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI EAFE ETF · $11.7B$14,586

ESGD

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

ESGDMeasureJEPQ

+8.1%Year to dateJan 1 → Nov 6+3.2%

+11.7%1 yearTotal return+4.5%

+18.1%3 years · per year$10,000 became $16,479 · $16,202+17.4%

+7.8%5 years · per year$10,000 became $14,586 · […][…]

0.20%Expense ratio$20 · $35 a year on $10k · lower is better0.35%

3.38%Trailing 12-mo yield$338 · $1,279 a year on $10k12.79%

−11.7%Worst dropSmaller is better−11.5%

16.4%VolatilityLower is calmer16.7%

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

5–2ESGD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ESGD vs JEPQ: Top 5 Holdings

Today

ESGD

8.3%in top 5

JEPQ

in top 528.9%

ESGDStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

2.7%ASML.ASnot top 5

1.6%NOVN.SWnot top 5

1.4%HSBA.Lnot top 5

1.4%SAP.DEnot top 5

1.3%ROP.SWnot top 5

Held in common0.1%

End-of-day Nov 6, 2026 · share of each fund

ESGD vs JEPQ Returns, Every Period

iSharesESGD

+11.7%

past year

JEPQJ.P. Morgan

+4.5%

past year

ESGDJEPQFaded: behind in that period

3–0ESGD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Income: ESGD vs JEPQ

YTD

iSharesESGD

+8.1%

JEPQJ.P. Morgan

+3.2%

+8.1%Year to date+3.2%

−11.7%Worst drop · 1Y−11.5%

16.4%Volatility · 1Y16.7%

3.4%Yield12.8%

$11.7BAssets$42.6B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESGD, JEPQ, JEPI

Today

0.20%lowest, ESGD

FundExpense ratioFee$10k

ESGD0.20%$20

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ESGD, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

ESGD3.38%$338

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

ESGD$338 − $20 = $318

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ESGD, JEPQ, JEPI

Today

26.8%most shared, JEPQ and JEPI

ESGDJEPQJEPI

ESGD—0.1%0.0%

JEPQ0.1%—26.8%

JEPI0.0%26.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.7%ESGD, at 16.4% volatility

JEPIWorst drop−6.7%8.8% vol

ESGDWorst drop−11.7%16.4% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQESGD

+3.2%Year to date+8.1%

12.8%Yield3.4%

+4.5%Past year+11.7%

0.35%Fee0.20%

3–1ESGD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026