Compare · 2 funds side by side · dividends reinvested

HDEF and JEPQ

HDEFXtrackers×JEPQJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,360HDEF · best of the two

02 / 04

HDEF and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Xtrackers MSCI EAFE High Dividend Yield Equity ETFIncome · Dividend stocks0.09%3.72%+13.6%+20.0%+20.2%+12.9%−8.1%12.3%$2.3B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.9

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: HDEF 2015 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers MSCI EAFE High Dividend Yield Equity ETF · $2.3B$18,360

HDEF

JEPQ

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

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

HDEFMeasureJEPQ

+13.6%Year to dateJan 1 → Nov 6+3.2%

+20.0%1 yearTotal return+4.5%

+20.2%3 years · per year$10,000 became $17,350 · $16,202+17.4%

+12.9%5 years · per year$10,000 became $18,360 · […][…]

0.09%Expense ratio$9 · $35 a year on $10k · lower is better0.35%

3.72%Trailing 12-mo yield$372 · $1,279 a year on $10k12.79%

−8.1%Worst dropSmaller is better−11.5%

12.3%VolatilityLower is calmer16.7%

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

6–1HDEF wins

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

More Ways to See the Pairs

HDEF vs JEPQ: Top 5 Holdings

Today

HDEF

25.2%in top 5

JEPQ

in top 528.9%

HDEFStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

5.5%SHEL.Lnot top 5

5.3%ROP.SWnot top 5

5.0%NOVN.SWnot top 5

4.9%NESN.SWnot top 5

4.5%ALV.DEnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common0.0%

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

HDEF vs JEPQ Returns, Every Period

XtrackersHDEF

+20.0%

past year

JEPQJ.P. Morgan

+4.5%

past year

HDEFJEPQFaded: behind in that period

3–0HDEF wins

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

HDEF vs JEPQ

YTD

XtrackersHDEF

+13.6%

JEPQJ.P. Morgan

+3.2%

+13.6%Year to date+3.2%

−8.1%Worst drop · 1Y−11.5%

12.3%Volatility · 1Y16.7%

3.7%Yield12.8%

$2.3BAssets$40.7B

3–1HDEF wins

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

Cost, Income and Risk

Fees: HDEF, JEPQ

Today

0.09%lowest, HDEF

FundExpense ratioFee$10k

HDEF0.09%$9

JEPQ0.35%$35

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

Yields: HDEF, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

HDEF3.72%$372

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

HDEF$372 − $9 = $363

KeptFee

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

Overlap: HDEF, JEPQ

Today

0.0%most shared, HDEF and JEPQ

HDEFJEPQ

HDEF—0.0%

JEPQ0.0%—

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

Return vs Bumpiness: 2 ETFs

+20.0%HDEF, at 12.3% volatility

HDEFWorst drop−8.1%12.3% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQHDEF

+3.2%Year to date+13.6%

12.8%Yield3.7%

+4.5%Past year+20.0%

0.35%Fee0.09%

3–1HDEF 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026