Compare · 3 funds side by side · dividends reinvested

HSCZ, JEPQ and JEPI

HSCZiShares×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$16,309HSCZ · best of the three

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

Story of the three · RiskSmallest drop

HSCZ, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Currency Hedged MSCI EAFE Small-Cap ETFInternational · Developed0.83%3.08%+13.1%+16.2%+20.3%+10.3%−9.6%12.7%$260M1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.3

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: HSCZ 2015 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Currency Hedged MSCI EAFE Small-Cap ETF · $260M$16,309

HSCZ

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.5B[…]

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

HSCZ

More Ways to See the Pairs

HSCZ vs JEPQ: Top 5 Holdings

Today

HSCZ

1.3%in top 5

JEPQ

in top 527.3%

HSCZStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN

Cost, Income and Risk

Fees: HSCZ, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

HSCZ0.83%$83

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

+13.1%Year to dateJan 1 → Nov 13+6.7%

+16.2%1 yearTotal return+7.6%

+20.3%3 years · per year$10,000 became $17,400 · $16,188+17.4%

+10.3%5 years · per year$10,000 became $16,309 · […][…]

0.83%Expense ratio$83 · $35 a year on $10k · lower is better0.35%

3.08%Trailing 12-mo yield$308 · $1,237 a year on $10k12.37%

−9.6%Worst dropSmaller is better−11.5%

12.7%VolatilityLower is calmer17.0%

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

5–2HSCZ wins

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

4.2%

0.3%6532.Tnot top 5

0.3%BSL.AXnot top 5

0.3%IMI.Lnot top 5

0.2%PSPN.SWnot top 5

0.2%STB.OLnot top 5

Held in common0.0%

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

HSCZ vs JEPQ Returns, Every Period

1Y

iSharesHSCZ

+16.2%

past year

JEPQJ.P. Morgan

+7.6%

past year

HSCZJEPQFaded: behind in that period

3–0HSCZ wins

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

International vs Income: HSCZ vs JEPQ

YTD

iSharesHSCZ

+13.1%

JEPQJ.P. Morgan

+6.7%

+13.1%Year to date+6.7%

−9.6%Worst drop · 1Y−11.5%

12.7%Volatility · 1Y17.0%

3.1%Yield12.4%

$260MAssets$42.5B

3–1HSCZ wins

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

Yields: HSCZ, JEPQ, JEPI

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

HSCZ3.08%$308

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

HSCZ$308 − $83 = $225

KeptFee

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

Overlap: HSCZ, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

HSCZJEPQJEPI

HSCZ—0.0%0.0%

JEPQ0.0%—28.4%

JEPI0.0%28.4%—

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

Return vs Bumpiness: 3 ETFs

1Y

+16.2%HSCZ, at 12.7% volatility

JEPIWorst drop−6.7%9.0% vol

HSCZWorst drop−9.6%12.7% 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

JEPQHSCZ

+6.7%Year to date+13.1%

12.4%Yield3.1%

+7.6%Past year+16.2%

0.35%Fee0.83%

2–2level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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HSCZ, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: HSCZ, JEPQ, JEPI