Compare · 2 funds side by side · dividends reinvested

IEUS and JEPI

IEUSiShares×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

IEUS 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%$46.0B1.3

iShares MSCI Europe Small-Cap ETFInternational · Region & country0.41%3.09%+8.5%+13.1%+20.1%+3.5%−12.8%16.8%$167M1.8

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: IEUS 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Europe Small-Cap ETF · $167M$11,905

IEUS

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

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

IEUSMeasureJEPI

+8.5%Year to dateJan 1 → Nov 4+8.8%

+13.1%1 yearTotal return+11.9%

+20.1%3 years · per year$10,000 became $17,329 · $14,269+12.6%

+3.5%5 years · per year$10,000 became $11,905 · $14,635+7.9%

0.41%Expense ratio$41 · $35 a year on $10k · lower is better0.35%

3.09%Trailing 12-mo yield$309 · $783 a year on $10k7.83%

−12.8%Worst dropSmaller is better−6.7%

16.8%VolatilityLower is calmer8.1%

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

2–6JEPI wins

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

More Ways to See the Pairs

IEUS vs JEPI: Top 5 Holdings

Today

IEUS

2.8%in top 5

JEPI

in top 59.5%

IEUSStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

0.6%IMI.Lnot top 5

0.6%WEIR.Lnot top 5

0.6%PSPN.SWnot top 5

0.5%HSX.Lnot top 5

0.5%STB.OLnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

IEUS vs JEPI Returns, Every Period

iSharesIEUS

+3.5%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

IEUSJEPIFaded: behind in that period

2–2Level

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

International vs Income: IEUS vs JEPI

YTD

iSharesIEUS

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

−12.8%Worst drop · 1Y−6.7%

16.8%Volatility · 1Y8.1%

3.1%Yield7.8%

$167MAssets$46.0B

4–0JEPI wins

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

Cost, Income and Risk

Fees: IEUS, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

IEUS0.41%$41

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

Yields: IEUS, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

IEUS3.09%$309

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

IEUS$309 − $41 = $268

KeptFee

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

Overlap: IEUS, JEPI

Today

0.0%most shared, IEUS and JEPI

IEUSJEPI

IEUS—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.1%IEUS, at 16.8% volatility

JEPIWorst drop−6.7%8.1% vol

IEUSWorst drop−12.8%16.8% vol

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

Paid More vs Made More

YTD

JEPIIEUS

+8.8%Year to date+8.5%

7.8%Yield3.1%

+11.9%Past year+13.1%

0.35%Fee0.41%

3–1JEPI 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%

$41.8BAssets$46.0B

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%

$121BAssets$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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026