Compare · 2 funds side by side · dividends reinvested

ESML and JEPI

ESMLiShares×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

ESML and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Aware MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.17%0.92%+19.6%+21.9%+21.9%+7.7%−9.0%16.3%$2.7B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.5

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: ESML 2018 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI USA Small-Cap ETF · $2.7B$14,470

ESML

JEPI

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

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

ESMLMeasureJEPI

+19.6%Year to dateJan 1 → Nov 4+8.8%

+21.9%1 yearTotal return+11.9%

+21.9%3 years · per year$10,000 became $18,109 · $14,269+12.6%

+7.7%5 years · per year$10,000 became $14,470 · $14,635+7.9%

0.17%Expense ratio$17 · $35 a year on $10k · lower is better0.35%

0.92%Trailing 12-mo yield$92 · $783 a year on $10k7.83%

−9.0%Worst dropSmaller is better−6.7%

16.3%VolatilityLower is calmer8.1%

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

4–4Level

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

More Ways to See the Pairs

ESML vs JEPI: Top 5 Holdings

Today

ESML

3.4%in top 5

JEPI

in top 59.5%

ESMLStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

1.2%MRNAnot top 5

0.7%AIZnot top 5

0.6%USFDnot top 5

0.5%OVVnot top 5

0.4%OGSnot top 5

Held in common0.0%

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

ESML vs JEPI Returns, Every Period

iSharesESML

+7.7%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

ESMLJEPIFaded: behind in that period

3–1ESML wins

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

Stocks vs Income: ESML vs JEPI

YTD

iSharesESML

+19.6%

JEPIJ.P. Morgan

+8.8%

+19.6%Year to date+8.8%

−9.0%Worst drop · 1Y−6.7%

16.3%Volatility · 1Y8.1%

0.9%Yield7.8%

$2.7BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: ESML, JEPI

Today

0.17%lowest, ESML

FundExpense ratioFee$10k

ESML0.17%$17

JEPI0.35%$35

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

Yields: ESML, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

ESML0.92%$92

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

ESML$92 − $17 = $75

KeptFee

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

Overlap: ESML, JEPI

Today

0.0%most shared, ESML and JEPI

ESMLJEPI

ESML—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+21.9%ESML, at 16.3% volatility

JEPIWorst drop−6.7%8.1% vol

ESMLWorst drop−9.0%16.3% vol

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

Paid More vs Made More

YTD

JEPIESML

+8.8%Year to date+19.6%

7.8%Yield0.9%

+11.9%Past year+21.9%

0.35%Fee0.17%

3–1ESML 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