Compare · 2 funds side by side · dividends reinvested

EWQ and JEPI

EWQiShares×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

EWQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.0

iShares MSCI France ETFInternational · Region & country0.50%3.00%−0.2%+2.4%+11.7%+6.0%−13.9%17.5%$358M2.0

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: EWQ 1996 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI France ETF · $358M$13,401

EWQ

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

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

EWQMeasureJEPI

−0.2%Year to dateJan 1 → Nov 4+8.8%

+2.4%1 yearTotal return+11.9%

+11.7%3 years · per year$10,000 became $13,955 · $14,269+12.6%

+6.0%5 years · per year$10,000 became $13,401 · $14,635+7.9%

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

3.00%Trailing 12-mo yield$300 · $783 a year on $10k7.83%

−13.9%Worst dropSmaller is better−6.7%

17.5%VolatilityLower is calmer8.1%

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

0–8JEPI wins

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

More Ways to See the Pairs

EWQ vs JEPI: Top 5 Holdings

Today

EWQ

34.7%in top 5

JEPI

in top 59.5%

EWQStockJEPI

8.9%TTE.PAnot top 5

7.3%SU.PAnot top 5

6.4%AIR.PAnot top 5

6.3%AI.PAnot top 5

5.8%OR.PAnot 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

EWQ vs JEPI Returns, Every Period

iSharesEWQ

+6.0%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

EWQJEPIFaded: behind in that period

0–4JEPI wins

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

International vs Income: EWQ vs JEPI

YTD

iSharesEWQ

−0.2%

JEPIJ.P. Morgan

+8.8%

−0.2%Year to date+8.8%

−13.9%Worst drop · 1Y−6.7%

17.5%Volatility · 1Y8.1%

3.0%Yield7.8%

$358MAssets$46.1B

4–0JEPI wins

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

Cost, Income and Risk

Fees: EWQ, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

EWQ0.50%$50

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

Yields: EWQ, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

EWQ3.00%$300

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

EWQ$300 − $50 = $250

KeptFee

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

Overlap: EWQ, JEPI

Today

0.0%most shared, EWQ and JEPI

EWQJEPI

EWQ—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

EWQWorst drop−13.9%17.5% vol

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

Paid More vs Made More

YTD

JEPIEWQ

+8.8%Year to date−0.2%

7.8%Yield3.0%

+11.9%Past year+2.4%

0.35%Fee0.50%

4–0JEPI 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%

$42.1BAssets$46.1B

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%

$123BAssets$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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026