Compare · 2 funds side by side · dividends reinvested

GLOF and JEPI

GLOFiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,980GLOF · best of the two

02 / 04

GLOF and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Equity Factor ETFInternational · Global0.20%1.61%+10.3%+12.7%+22.6%+11.2%−9.1%14.5%$205M1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: GLOF 2015 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Equity Factor ETF · $205M$16,980

GLOF

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 25.9% in common

GLOFMeasureJEPI

+10.3%Year to dateJan 1 → Nov 6+5.3%

+12.7%1 yearTotal return+8.2%

+22.6%3 years · per year$10,000 became $18,449 · $13,562+10.7%

+11.2%5 years · per year$10,000 became $16,980 · $14,118+7.1%

0.20%Expense ratio$20 · $35 a year on $10k · lower is better0.35%

1.61%Trailing 12-mo yield$161 · $809 a year on $10k8.09%

−9.1%Worst dropSmaller is better−6.7%

14.5%VolatilityLower is calmer8.8%

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

5–3GLOF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GLOF vs JEPI: Top 5 Holdings

Today

GLOF

18.3%in top 5

JEPI

in top 59.9%

GLOFStockJEPI

5.0%AAPL2.0%

4.3%NVDAnot top 5

3.8%MSFT2.0%

2.9%GOOGnot top 5

2.3%AMZNnot top 5

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common25.9%

End-of-day Nov 6, 2026 · share of each fund

GLOF vs JEPI Returns, Every Period

iSharesGLOF

+11.2%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

GLOFJEPIFaded: behind in that period

4–0GLOF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Income: GLOF vs JEPI

YTD

iSharesGLOF

+10.3%

JEPIJ.P. Morgan

+5.3%

+10.3%Year to date+5.3%

−9.1%Worst drop · 1Y−6.7%

14.5%Volatility · 1Y8.8%

1.6%Yield8.1%

$205MAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GLOF, JEPI

Today

0.20%lowest, GLOF

FundExpense ratioFee$10k

GLOF0.20%$20

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: GLOF, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

GLOF1.61%$161

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

GLOF$161 − $20 = $141

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: GLOF, JEPI

Today

25.9%most shared, GLOF and JEPI

GLOFJEPI

GLOF—25.9%

JEPI25.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.7%GLOF, at 14.5% volatility

JEPIWorst drop−6.7%8.8% vol

GLOFWorst drop−9.1%14.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIGLOF

+5.3%Year to date+10.3%

8.1%Yield1.6%

+8.2%Past year+12.7%

0.35%Fee0.20%

3–1GLOF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026