Compare · 3 funds side by side · dividends reinvested

EVUS, JEPQ and JEPI

EVUSiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,519JEPI · best of the three

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

Story of the three · RiskSmallest drop

EVUS, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Aware MSCI USA Value ETFUS Stock Styles · Value0.18%1.39%+19.1%+20.5%+19.4%[…]−7.7%11.3%$396M1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.3B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.6B2.4

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: EVUS 2023 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares ESG Aware MSCI USA Value ETF · $396M[…]

EVUS

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 23.6% in common

EVUS

More Ways to See the Pairs

EVUS vs JEPQ: Top 5 Holdings

Today

EVUS

21.6%in top 5

JEPQ

in top 527.3%

EVUSStockJEPQ

10.7%MSFT5.6%

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5GOOG4.3%

not top 5AMZN

Cost, Income and Risk

Fees: EVUS, JEPQ, JEPI

Today

0.18%lowest, EVUS

FundExpense ratioFee$10k

EVUS0.18%$18

JEPQ0.35%$35

JEPI0.35%$35

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

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

+19.1%Year to dateJan 1 → Nov 13+6.7%

+20.5%1 yearTotal return+7.6%

+19.4%3 years · per year$10,000 became $17,038 · $16,188+17.4%

[…]5 years · per year[…]

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

1.39%Trailing 12-mo yield$139 · $1,237 a year on $10k12.37%

−7.7%Worst dropSmaller is better−11.5%

11.3%VolatilityLower is calmer17.0%

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

6–1EVUS wins

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

4.2%

3.9%METAnot top 5

2.6%MUnot top 5

2.5%JPMnot top 5

1.8%BRK-Bnot top 5

Held in common23.6%

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

EVUS vs JEPQ Returns, Every Period

1Y

iSharesEVUS

+20.5%

past year

JEPQJ.P. Morgan

+7.6%

past year

EVUSJEPQFaded: behind in that period

3–0EVUS wins

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

Stocks vs Income: EVUS vs JEPQ

YTD

iSharesEVUS

+19.1%

JEPQJ.P. Morgan

+6.7%

+19.1%Year to date+6.7%

−7.7%Worst drop · 1Y−11.5%

11.3%Volatility · 1Y17.0%

1.4%Yield12.4%

$396MAssets$42.6B

3–1EVUS wins

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

Yields: EVUS, JEPQ, JEPI

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

EVUS1.39%$139

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

EVUS$139 − $18 = $121

KeptFee

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

Overlap: EVUS, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

EVUSJEPQJEPI

EVUS—23.6%27.5%

JEPQ23.6%—28.4%

JEPI27.5%28.4%—

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

Return vs Bumpiness: 3 ETFs

1Y

+20.5%EVUS, at 11.3% volatility

JEPIWorst drop−6.7%9.0% vol

EVUSWorst drop−7.7%11.3% 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

JEPQEVUS

+6.7%Year to date+19.1%

12.4%Yield1.4%

+7.6%Past year+20.5%

0.35%Fee0.18%

3–1EVUS wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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EVUS, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: EVUS, JEPQ, JEPI