Compare · 2 funds side by side · dividends reinvested

ESML and JEPQ

ESMLiShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,644ESML · best of the two

02 / 04

ESML and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.4

iShares ESG Aware MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.17%0.96%+14.7%+18.8%+19.9%+6.4%−9.0%16.7%$2.8B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: ESML 2018 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI USA Small-Cap ETF · $2.8B$13,644

ESML

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

ESMLMeasureJEPQ

+14.7%Year to dateJan 1 → Nov 5+8.5%

+18.8%1 yearTotal return+9.3%

+19.9%3 years · per year$10,000 became $17,242 · $17,406+20.3%

+6.4%5 years · per year$10,000 became $13,644 · […][…]

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

0.96%Trailing 12-mo yield$96 · $1,217 a year on $10k12.17%

−9.0%Worst dropSmaller is better−8.8%

16.7%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

ESML vs JEPQ: Top 5 Holdings

Today

ESML

3.5%in top 5

JEPQ

in top 528.3%

ESMLStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

1.4%MRNAnot top 5

0.7%AIZnot top 5

0.6%USFDnot top 5

0.4%OVVnot top 5

0.4%OGSnot top 5

Held in common0.3%

End-of-day Nov 5, 2026 · share of each fund

ESML vs JEPQ Returns, Every Period

iSharesESML

+18.8%

past year

JEPQJ.P. Morgan

+9.3%

past year

ESMLJEPQFaded: behind in that period

2–1ESML wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ESML vs JEPQ

YTD

iSharesESML

+14.7%

JEPQJ.P. Morgan

+8.5%

+14.7%Year to date+8.5%

−9.0%Worst drop · 1Y−8.8%

16.7%Volatility · 1Y15.5%

1.0%Yield12.2%

$2.8BAssets$42.1B

3–1JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESML, JEPQ

Today

0.17%lowest, ESML

FundExpense ratioFee$10k

ESML0.17%$17

JEPQ0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ESML, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

ESML0.96%$96

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

ESML$96 − $17 = $79

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ESML, JEPQ

Today

0.3%most shared, ESML and JEPQ

ESMLJEPQ

ESML—0.3%

JEPQ0.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.8%ESML, at 16.7% volatility

JEPQWorst drop−8.8%15.5% vol

ESMLWorst drop−9.0%16.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQESML

+8.5%Year to date+14.7%

12.2%Yield1.0%

+9.3%Past year+18.8%

0.35%Fee0.17%

3–1ESML wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026