Compare · 2 funds side by side · dividends reinvested

IQLT and JEPI

IQLTiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,772IQLT · best of the two

02 / 04

IQLT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Intl Quality Factor ETFUS Stock Styles · Factor0.30%2.33%+14.6%+18.2%+19.0%+8.1%−10.4%15.2%$13.7B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: IQLT 2015 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Quality Factor ETF · $13.7B$14,772

IQLT

JEPI

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

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

IQLTMeasureJEPI

+14.6%Year to dateJan 1 → Nov 4+8.8%

+18.2%1 yearTotal return+11.9%

+19.0%3 years · per year$10,000 became $16,844 · $14,269+12.6%

+8.1%5 years · per year$10,000 became $14,772 · $14,635+7.9%

0.30%Expense ratio$30 · $35 a year on $10k · lower is better0.35%

2.33%Trailing 12-mo yield$233 · $783 a year on $10k7.83%

−10.4%Worst dropSmaller is better−6.7%

15.2%VolatilityLower is calmer8.1%

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

5–3IQLT wins

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

More Ways to See the Pairs

IQLT vs JEPI: Top 5 Holdings

Today

IQLT

14.0%in top 5

JEPI

in top 59.5%

IQLTStockJEPI

5.1%ASML.ASnot top 5

2.7%ALV.DEnot top 5

2.4%ROP.SWnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

1.9%6857.Tnot top 5

not top 5V1.9%

1.9%SHEL.Lnot top 5

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common0.0%

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

IQLT vs JEPI Returns, Every Period

iSharesIQLT

+8.1%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

IQLTJEPIFaded: behind in that period

4–0IQLT wins

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

Stocks vs Income: IQLT vs JEPI

YTD

iSharesIQLT

+14.6%

JEPIJ.P. Morgan

+8.8%

+14.6%Year to date+8.8%

−10.4%Worst drop · 1Y−6.7%

15.2%Volatility · 1Y8.1%

2.3%Yield7.8%

$13.7BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: IQLT, JEPI

Today

0.30%lowest, IQLT

FundExpense ratioFee$10k

IQLT0.30%$30

JEPI0.35%$35

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

Yields: IQLT, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

IQLT2.33%$233

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

IQLT$233 − $30 = $203

KeptFee

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

Overlap: IQLT, JEPI

Today

0.0%most shared, IQLT and JEPI

IQLTJEPI

IQLT—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+18.2%IQLT, at 15.2% volatility

JEPIWorst drop−6.7%8.1% vol

IQLTWorst drop−10.4%15.2% vol

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

Paid More vs Made More

YTD

JEPIIQLT

+8.8%Year to date+14.6%

7.8%Yield2.3%

+11.9%Past year+18.2%

0.35%Fee0.30%

3–1IQLT 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