Compare · 2 funds side by side · dividends reinvested

EUFN and JEPI

EUFNiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$24,150EUFN · best of the two

02 / 04

EUFN and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Europe Financials ETFSectors · Financials0.49%4.15%+10.6%+23.0%+36.0%+19.3%−14.8%21.5%$2.9B1.5

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: EUFN 2010 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Europe Financials ETF · $2.9B$24,150

EUFN

JEPI

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

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

EUFNMeasureJEPI

+10.6%Year to dateJan 1 → Nov 4+8.8%

+23.0%1 yearTotal return+11.9%

+36.0%3 years · per year$10,000 became $25,142 · $14,269+12.6%

+19.3%5 years · per year$10,000 became $24,150 · $14,635+7.9%

0.49%Expense ratio$49 · $35 a year on $10k · lower is better0.35%

4.15%Trailing 12-mo yield$415 · $783 a year on $10k7.83%

−14.8%Worst dropSmaller is better−6.7%

21.5%VolatilityLower is calmer8.1%

EUFNJEPI 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

EUFN vs JEPI: Top 5 Holdings

Today

EUFN

27.9%in top 5

JEPI

in top 59.5%

EUFNStockJEPI

8.7%HSBA.Lnot top 5

5.7%ALV.DEnot top 5

4.9%SAN.MCnot top 5

4.5%UBSG.SWnot top 5

4.0%BBVA.MCnot 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

EUFN vs JEPI Returns, Every Period

iSharesEUFN

+19.3%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

EUFNJEPIFaded: behind in that period

4–0EUFN wins

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

Sector vs Income: EUFN vs JEPI

YTD

iSharesEUFN

+10.6%

JEPIJ.P. Morgan

+8.8%

+10.6%Year to date+8.8%

−14.8%Worst drop · 1Y−6.7%

21.5%Volatility · 1Y8.1%

4.2%Yield7.8%

$2.9BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: EUFN, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

EUFN0.49%$49

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

Yields: EUFN, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

EUFN4.15%$415

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

EUFN$415 − $49 = $366

KeptFee

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

Overlap: EUFN, JEPI

Today

0.0%most shared, EUFN and JEPI

EUFNJEPI

EUFN—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+23.0%EUFN, at 21.5% volatility

JEPIWorst drop−6.7%8.1% vol

EUFNWorst drop−14.8%21.5% vol

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

Paid More vs Made More

YTD

JEPIEUFN

+8.8%Year to date+10.6%

7.8%Yield4.2%

+11.9%Past year+23.0%

0.35%Fee0.49%

2–2level

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