Compare · 2 funds side by side · dividends reinvested

EXI and JEPQ

EXIiShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,532EXI · best of the two

02 / 04

EXI and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.4

iShares Global Industrials ETFSectors · Industrials0.38%1.12%+8.4%+11.1%+20.8%+10.6%−12.4%18.4%$1.3B1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: EXI 2006 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Industrials ETF · $1.3B$16,532

EXI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

EXIMeasureJEPQ

+8.4%Year to dateJan 1 → Nov 9+6.6%

+11.1%1 yearTotal return+9.2%

+20.8%3 years · per year$10,000 became $17,607 · $16,495+18.2%

+10.6%5 years · per year$10,000 became $16,532 · […][…]

0.38%Expense ratio$38 · $35 a year on $10k · lower is better0.35%

1.12%Trailing 12-mo yield$112 · $1,239 a year on $10k12.39%

−12.4%Worst dropSmaller is better−11.5%

18.4%VolatilityLower is calmer16.9%

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

3–4JEPQ wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EXI vs JEPQ: Top 5 Holdings

Today

EXI

13.6%in top 5

JEPQ

in top 528.6%

EXIStockJEPQ

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

not top 5GOOG4.4%

not top 5AMZN4.3%

3.6%GEnot top 5

2.8%CATnot top 5

2.7%RTXnot top 5

2.3%SIE.DEnot top 5

2.2%GEVnot top 5

Held in common2.2%

End-of-day Nov 9, 2026 · share of each fund

EXI vs JEPQ Returns, Every Period

iSharesEXI

+11.1%

past year

JEPQJ.P. Morgan

+9.2%

past year

EXIJEPQFaded: behind in that period

3–0EXI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Income: EXI vs JEPQ

YTD

iSharesEXI

+8.4%

JEPQJ.P. Morgan

+6.6%

+8.4%Year to date+6.6%

−12.4%Worst drop · 1Y−11.5%

18.4%Volatility · 1Y16.9%

1.1%Yield12.4%

$1.3BAssets$40.7B

3–1JEPQ wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EXI, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

EXI0.38%$38

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: EXI, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

EXI1.12%$112

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

EXI$112 − $38 = $74

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: EXI, JEPQ

Today

2.2%most shared, EXI and JEPQ

EXIJEPQ

EXI—2.2%

JEPQ2.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.1%EXI, at 18.4% volatility

JEPQWorst drop−11.5%16.9% vol

EXIWorst drop−12.4%18.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQEXI

+6.6%Year to date+8.4%

12.4%Yield1.1%

+9.2%Past year+11.1%

0.35%Fee0.38%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026